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 | $92,612 | $81,460+13.7% | $103,333-10.4% | $80,856+14.5% |
| Participation rate | 68.5% | 66.8%+1.7pp | 74.5%-6.0pp | 67.6%+0.9pp |
| Annual return | 14.47% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,085 | $3,105-65.1% | $3,868-71.9% | $2,755-60.6% |
| Participant deferral / active EE | $4,769 | $3,869+23.3% | $5,057-5.7% | $4,296+11.0% |
| Admin fee / account holder | $38,985 | $6,566+493.7% | $8,355+366.6% | $6,918+463.5% |