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 | $72,236 | $72,492-0.4% | $87,100-17.1% | $72,985-1.0% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 25.31% | 24.46%+0.8pp | 28.19%-2.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,376 | $1,894-27.3% | $2,521-45.4% | $2,440-43.6% |
| Participant deferral / active EE | $2,761 | $3,270-15.6% | $4,049-31.8% | $3,607-23.5% |
| Admin fee / account holder | $5,542 | $5,055+9.6% | $7,497-26.1% | $5,124+8.2% |