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 | $93,443 | $79,944+16.9% | $98,439-5.1% | $75,163+24.3% |
| Participation rate | 66.1% | 70.4%-4.3pp | 75.2%-9.1pp | 67.2%-1.1pp |
| Annual return | 15.27% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,701 | $2,264-24.8% | $3,048-44.2% | $2,670-36.3% |
| Participant deferral / active EE | $2,895 | $3,752-22.8% | $4,738-38.9% | $4,125-29.8% |
| Admin fee / account holder | $1,380 | $6,840-79.8% | $8,948-84.6% | $5,651-75.6% |