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 | $85,565 | $82,978+3.1% | $129,995-34.2% | $71,457+19.7% |
| Participation rate | 54.8% | 74.1%-19.3pp | 78.5%-23.7pp | 67.9%-13.1pp |
| Annual return | 27.95% | 20.60%+7.3pp | -137.18%+165.1pp | 28.85%-0.9pp |
| Employer contribution / active EE | $950 | $2,622-63.8% | $4,320-78.0% | $2,588-63.3% |
| Participant deferral / active EE | $5,223 | $4,432+17.9% | $5,820-10.3% | $4,289+21.8% |
| Admin fee / account holder | $1,480 | $1,729-14.4% | $10,614-86.1% | $1,587-6.7% |