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 | $102,215 | $109,881-7.0% | $150,045-31.9% | $84,808+20.5% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,743 | $3,561-23.0% | $4,693-41.6% | $2,631+4.3% |
| Participant deferral / active EE | $3,828 | $6,636-42.3% | $7,997-52.1% | $4,212-9.1% |
| Admin fee / account holder | $525 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |