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 | $88,136 | $87,870+0.3% | $113,168-22.1% | $74,304+18.6% |
| Participation rate | 59.0% | 70.7%-11.7pp | 76.6%-17.6pp | 60.3%-1.3pp |
| Annual return | 14.18% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,948 | $2,277-14.5% | $2,975-34.5% | $2,241-13.1% |
| Participant deferral / active EE | $4,324 | $4,241+2.0% | $5,107-15.3% | $3,767+14.8% |
| Admin fee / account holder | $10,488 | $3,368+211.4% | $12,068-13.1% | $2,969+253.3% |