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 | $81,264 | $76,552+6.2% | $123,892-34.4% | $62,891+29.2% |
| Participation rate | 67.7% | 73.0%-5.3pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 7.22% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,032 | $2,883-64.2% | $4,617-77.6% | $2,281-54.8% |
| Participant deferral / active EE | $4,916 | $4,840+1.6% | $5,984-17.8% | $3,203+53.5% |
| Admin fee / account holder | $4,116 | $4,826-14.7% | $8,357-50.8% | $4,296-4.2% |