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 | $103,232 | $94,625+9.1% | $116,228-11.2% | $84,808+21.7% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 16.02% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,869 | $2,347-20.4% | $2,994-37.6% | $2,631-29.0% |
| Participant deferral / active EE | $4,553 | $3,972+14.6% | $4,953-8.1% | $4,212+8.1% |
| Admin fee / account holder | $8,706 | $10,091-13.7% | $11,989-27.4% | $7,344+18.5% |