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 | $87,653 | $84,556+3.7% | $116,228-24.6% | $74,304+18.0% |
| Participation rate | 37.4% | 66.0%-28.6pp | 74.6%-37.1pp | 60.3%-22.9pp |
| Annual return | 16.69% | 18.35%-1.7pp | 90.06%-73.4pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,892 | $2,168-12.7% | $2,994-36.8% | $2,241-15.6% |
| Participant deferral / active EE | $3,253 | $3,814-14.7% | $4,953-34.3% | $3,767-13.7% |
| Admin fee / account holder | $4,499 | $3,792+18.7% | $11,989-62.5% | $2,969+51.6% |