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 | $92,180 | $88,083+4.7% | $164,813-44.1% | $74,495+23.7% |
| Participation rate | 56.9% | 73.0%-16.1pp | 78.6%-21.7pp | 67.2%-10.3pp |
| Annual return | 18.33% | 17.26%+1.1pp | 69.93%-51.6pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,943 | $2,593-25.1% | $4,341-55.2% | $2,623-25.9% |
| Participant deferral / active EE | $3,672 | $4,498-18.4% | $6,031-39.1% | $4,346-15.5% |
| Admin fee / account holder | $1,072 | $2,234-52.0% | $12,690-91.6% | $1,942-44.8% |