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 | $87,051 | $87,870-0.9% | $113,168-23.1% | $74,304+17.2% |
| Participation rate | 62.1% | 70.7%-8.7pp | 76.6%-14.5pp | 60.3%+1.7pp |
| Annual return | 17.67% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,481 | $2,277-34.9% | $2,975-50.2% | $2,241-33.9% |
| Participant deferral / active EE | $3,132 | $4,241-26.2% | $5,107-38.7% | $3,767-16.9% |
| Admin fee / account holder | $5,897 | $3,368+75.1% | $12,068-51.1% | $2,969+98.6% |