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 | $94,949 | $101,724-6.7% | $164,813-42.4% | $80,856+17.4% |
| Participation rate | 64.9% | 71.8%-7.0pp | 78.6%-13.7pp | 67.6%-2.8pp |
| Annual return | 13.14% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,115 | $2,953-28.4% | $4,341-51.3% | $2,755-23.2% |
| Participant deferral / active EE | $3,431 | $4,477-23.4% | $6,031-43.1% | $4,296-20.1% |
| Admin fee / account holder | $6,269 | $8,227-23.8% | $12,690-50.6% | $6,918-9.4% |