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 7-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 | $100,965 | $101,724-0.7% | $164,813-38.7% | $80,856+24.9% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.6%+0.3pp |
| Annual return | 13.18% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,940 | $2,953-34.3% | $4,341-55.3% | $2,755-29.6% |
| Participant deferral / active EE | $4,233 | $4,477-5.5% | $6,031-29.8% | $4,296-1.5% |
| Admin fee / account holder | $5,689 | $8,227-30.8% | $12,690-55.2% | $6,918-17.8% |