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 | $88,635 | $132,239-33.0% | $105,722-16.2% | $273,961-67.6% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 8.76% | 10.07%-1.3pp | 12.25%-3.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,150 | $4,867-35.3% | $4,079-22.8% | $4,869-35.3% |
| Participant deferral / active EE | $9,998 | $6,233+60.4% | $5,326+87.7% | $5,287+89.1% |
| Admin fee / account holder | $430 | $12,032-96.4% | $8,308-94.8% | $10,132-95.8% |