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 4-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 | $102,327 | $95,803+6.8% | $113,168-9.6% | $84,808+20.7% |
| Participation rate | 68.9% | 72.9%-4.0pp | 76.6%-7.7pp | 68.3%+0.6pp |
| Annual return | 13.51% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,623 | $2,360+95.9% | $2,975+55.4% | $2,631+75.7% |
| Participant deferral / active EE | $3,954 | $4,242-6.8% | $5,107-22.6% | $4,212-6.1% |
| Admin fee / account holder | $2,984 | $8,989-66.8% | $12,068-75.3% | $7,344-59.4% |