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 | $70,601 | $77,419-8.8% | $69,455+1.6% | $152,861-53.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.4%-42.4pp |
| Annual return | 15.64% | 39.06%-23.4pp | 28.97%-13.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,720 | $3,315-18.0% | $2,779-2.1% | $4,762-42.9% |
| Participant deferral / active EE | $3,360 | $4,414-23.9% | $3,535-5.0% | $5,850-42.6% |
| Admin fee / account holder | $9,074 | $6,207+46.2% | $3,839+136.3% | $11,596-21.8% |