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 | $78,973 | $79,944-1.2% | $98,439-19.8% | $75,163+5.1% |
| Participation rate | 68.2% | 70.4%-2.2pp | 75.2%-7.0pp | 67.2%+1.0pp |
| Annual return | 21.88% | 19.75%+2.1pp | 21.16%+0.7pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,931 | $2,264-14.7% | $3,048-36.6% | $2,670-27.7% |
| Participant deferral / active EE | $2,901 | $3,752-22.7% | $4,738-38.8% | $4,125-29.7% |
| Admin fee / account holder | $817 | $6,840-88.1% | $8,948-90.9% | $5,651-85.5% |