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 | $87,680 | $93,571-6.3% | $135,903-35.5% | $75,163+16.7% |
| Participation rate | 21.3% | 75.2%-53.9pp | 81.9%-60.6pp | 67.2%-45.9pp |
| Annual return | 18.52% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,216 | $3,537-65.6% | $4,856-75.0% | $2,670-54.5% |
| Participant deferral / active EE | $3,333 | $6,404-48.0% | $7,758-57.0% | $4,125-19.2% |
| Admin fee / account holder | $4,949 | $6,975-29.0% | $10,762-54.0% | $5,651-12.4% |