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 | $69,731 | $92,985-25.0% | $153,485-54.6% | $80,856-13.8% |
| Participation rate | 65.1% | 69.0%-3.8pp | 77.1%-12.0pp | 67.6%-2.5pp |
| Annual return | 15.21% | 19.95%-4.7pp | 15.65%-0.4pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,262 | $3,507-35.5% | $5,039-55.1% | $2,755-17.9% |
| Participant deferral / active EE | $4,291 | $5,178-17.1% | $6,757-36.5% | $4,296-0.1% |
| Admin fee / account holder | $1,177 | $8,880-86.8% | $12,724-90.8% | $6,918-83.0% |