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 | $85,448 | $73,933+15.6% | $96,683-11.6% | $75,163+13.7% |
| Participation rate | 69.7% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.5pp |
| Annual return | 16.73% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,424 | $2,928-51.4% | $3,737-61.9% | $2,670-46.7% |
| Participant deferral / active EE | $4,278 | $3,659+16.9% | $4,878-12.3% | $4,125+3.7% |
| Admin fee / account holder | $14,153 | $5,216+171.3% | $6,730+110.3% | $5,651+150.5% |