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 | $94,583 | $87,013+8.7% | $106,213-10.9% | $80,856+17.0% |
| Participation rate | 67.4% | 70.4%-3.0pp | 75.3%-7.8pp | 67.6%-0.2pp |
| Annual return | 13.95% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,825 | $2,395-23.8% | $3,171-42.5% | $2,755-33.8% |
| Participant deferral / active EE | $2,990 | $3,986-25.0% | $5,016-40.4% | $4,296-30.4% |
| Admin fee / account holder | $2,742 | $8,431-67.5% | $11,033-75.1% | $6,918-60.4% |