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 | $110,834 | $109,881+0.9% | $150,045-26.1% | $84,808+30.7% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 15.46% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,093 | $3,561+14.9% | $4,693-12.8% | $2,631+55.6% |
| Participant deferral / active EE | $6,784 | $6,636+2.2% | $7,997-15.2% | $4,212+61.1% |
| Admin fee / account holder | $5,175 | $8,568-39.6% | $13,435-61.5% | $7,344-29.5% |