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 | $118,415 | $108,825+8.8% | $156,181-24.2% | $82,448+43.6% |
| Participation rate | 61.0% | 72.4%-11.4pp | 78.8%-17.9pp | 68.1%-7.1pp |
| Annual return | 19.30% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,204 | $2,870-23.2% | $4,294-48.7% | $2,551-13.6% |
| Participant deferral / active EE | $4,043 | $4,577-11.7% | $6,132-34.1% | $4,139-2.3% |
| Admin fee / account holder | $1,604 | $9,341-82.8% | $14,586-89.0% | $7,234-77.8% |