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 | $128,046 | $96,557+32.6% | $80,975+58.1% | $273,961-53.3% |
| Participation rate | 68.8% | 79.1%-10.3pp | 75.8%-7.1pp | 83.0%-14.3pp |
| Annual return | 7.21% | 15.14%-7.9pp | 17.10%-9.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,598 | $4,868-67.2% | $3,714-57.0% | $4,869-67.2% |
| Participant deferral / active EE | $4,974 | $6,598-24.6% | $5,696-12.7% | $5,287-5.9% |
| Admin fee / account holder | $2,891 | $7,492-61.4% | $5,516-47.6% | $10,132-71.5% |