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 | $94,976 | $94,625+0.4% | $116,228-18.3% | $84,808+12.0% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.6%-19.7pp | 68.3%-13.5pp |
| Annual return | 16.14% | 20.40%-4.3pp | 90.06%-73.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,688 | $2,347-28.1% | $2,994-43.6% | $2,631-35.8% |
| Participant deferral / active EE | $3,370 | $3,972-15.2% | $4,953-32.0% | $4,212-20.0% |
| Admin fee / account holder | $13,553 | $10,091+34.3% | $11,989+13.0% | $7,344+84.5% |