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 | $75,797 | $71,050+6.7% | $93,606-19.0% | $80,856-6.3% |
| Participation rate | 67.5% | 60.4%+7.1pp | 68.7%-1.2pp | 67.6%-0.1pp |
| Annual return | 10.91% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $961 | $1,564-38.5% | $2,420-60.3% | $2,755-65.1% |
| Participant deferral / active EE | $5,075 | $4,034+25.8% | $4,411+15.1% | $4,296+18.1% |
| Admin fee / account holder | $4,999 | $6,945-28.0% | $8,285-39.7% | $6,918-27.7% |