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 | $80,902 | $65,041+24.4% | $90,951-11.0% | $79,858+1.3% |
| Participation rate | 69.7% | 61.6%+8.1pp | 69.0%+0.7pp | 69.6%+0.1pp |
| Annual return | 10.73% | 30.45%-19.7pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $905 | $1,247-27.5% | $2,122-57.4% | $2,471-63.4% |
| Participant deferral / active EE | $3,068 | $2,512+22.1% | $3,373-9.1% | $3,740-18.0% |
| Admin fee / account holder | $2,208 | $4,536-51.3% | $5,959-62.9% | $5,306-58.4% |