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 | $85,253 | $84,233+1.2% | $170,442-50.0% | $70,131+21.6% |
| Participation rate | 48.0% | 70.8%-22.8pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 18.18% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,745 | $3,387-19.0% | $5,433-49.5% | $2,342+17.2% |
| Participant deferral / active EE | $5,671 | $3,086+83.8% | $4,939+14.8% | $3,332+70.2% |
| Admin fee / account holder | $8,706 | $5,698+52.8% | $13,880-37.3% | $4,645+87.4% |