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 | $86,893 | $77,896+11.5% | $134,172-35.2% | $82,448+5.4% |
| Participation rate | 62.8% | 62.8%0pp | 72.5%-9.7pp | 68.1%-5.3pp |
| Annual return | 15.96% | 18.21%-2.3pp | 25.30%-9.3pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,897 | $2,159-12.1% | $3,420-44.5% | $2,551-25.6% |
| Participant deferral / active EE | $2,573 | $3,162-18.6% | $4,690-45.2% | $4,139-37.9% |
| Admin fee / account holder | $1,405 | $6,336-77.8% | $12,016-88.3% | $7,234-80.6% |