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 | $89,235 | $76,050+17.3% | $96,544-7.6% | $71,457+24.9% |
| Participation rate | 45.3% | 74.4%-29.1pp | 76.0%-30.7pp | 67.9%-22.6pp |
| Annual return | 22.78% | 22.81%0pp | 25.84%-3.1pp | 28.85%-6.1pp |
| Employer contribution / active EE | $925 | $2,244-58.8% | $2,965-68.8% | $2,588-64.2% |
| Participant deferral / active EE | $4,094 | $4,215-2.9% | $4,851-15.6% | $4,289-4.5% |
| Admin fee / account holder | $3,486 | $2,707+28.8% | $8,252-57.8% | $1,587+119.6% |