See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,994 | $94,625-15.5% | $116,228-31.2% | $84,808-5.7% |
| Participation rate | 65.8% | 70.4%-4.7pp | 74.6%-8.8pp | 68.3%-2.5pp |
| Annual return | 13.90% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,536 | $2,347-34.5% | $2,994-48.7% | $2,631-41.6% |
| Participant deferral / active EE | $2,311 | $3,972-41.8% | $4,953-53.3% | $4,212-45.1% |
| Admin fee / account holder | $11,506 | $10,091+14.0% | $11,989-4.0% | $7,344+56.7% |