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 | $77,599 | $95,803-19.0% | $113,168-31.4% | $84,808-8.5% |
| Participation rate | 67.6% | 72.9%-5.3pp | 76.6%-9.0pp | 68.3%-0.7pp |
| Annual return | 14.41% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,275 | $2,360-46.0% | $2,975-57.1% | $2,631-51.5% |
| Participant deferral / active EE | $2,796 | $4,242-34.1% | $5,107-45.2% | $4,212-33.6% |
| Admin fee / account holder | $14,755 | $8,989+64.1% | $12,068+22.3% | $7,344+100.9% |