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 | $104,833 | $109,413-4.2% | $156,263-32.9% | $84,808+23.6% |
| Participation rate | 68.2% | 72.7%-4.5pp | 78.9%-10.7pp | 68.3%-0.1pp |
| Annual return | 14.51% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,740 | $2,907-5.7% | $4,333-36.8% | $2,631+4.1% |
| Participant deferral / active EE | $4,320 | $4,590-5.9% | $6,158-29.8% | $4,212+2.6% |
| Admin fee / account holder | $2,845 | $9,357-69.6% | $14,255-80.0% | $7,344-61.3% |