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 | $74,974 | $71,050+5.5% | $93,606-19.9% | $80,856-7.3% |
| Participation rate | 62.9% | 60.4%+2.4pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 11.17% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,383 | $1,564-11.5% | $2,420-42.8% | $2,755-49.8% |
| Participant deferral / active EE | $1,797 | $4,034-55.5% | $4,411-59.3% | $4,296-58.2% |
| Admin fee / account holder | $6,586 | $6,945-5.2% | $8,285-20.5% | $6,918-4.8% |