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 | $85,428 | $80,968+5.5% | $96,544-11.5% | $75,163+13.7% |
| Participation rate | 65.5% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.7pp |
| Annual return | 20.68% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,342 | $2,282-41.2% | $2,965-54.8% | $2,670-49.8% |
| Participant deferral / active EE | $3,095 | $3,928-21.2% | $4,851-36.2% | $4,125-25.0% |
| Admin fee / account holder | $8,532 | $6,724+26.9% | $8,252+3.4% | $5,651+51.0% |