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 | $104,895 | $93,571+12.1% | $135,903-22.8% | $75,163+39.6% |
| Participation rate | 68.2% | 75.2%-6.9pp | 81.9%-13.7pp | 67.2%+1.0pp |
| Annual return | 17.13% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,920 | $3,537-17.4% | $4,856-39.9% | $2,670+9.4% |
| Participant deferral / active EE | $6,449 | $6,404+0.7% | $7,758-16.9% | $4,125+56.3% |
| Admin fee / account holder | $5,078 | $6,975-27.2% | $10,762-52.8% | $5,651-10.1% |