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 | $84,549 | $72,492+16.6% | $87,100-2.9% | $72,985+15.8% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.6pp | 69.5%-2.2pp |
| Annual return | 23.48% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $618 | $1,894-67.4% | $2,521-75.5% | $2,440-74.7% |
| Participant deferral / active EE | $3,960 | $3,270+21.1% | $4,049-2.2% | $3,607+9.8% |
| Admin fee / account holder | $15,279 | $5,055+202.3% | $7,497+103.8% | $5,124+198.2% |