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 | $128,908 | $109,413+17.8% | $156,263-17.5% | $84,808+52.0% |
| Participation rate | 46.8% | 72.7%-25.9pp | 78.9%-32.1pp | 68.3%-21.5pp |
| Annual return | 15.38% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,313 | $2,907-54.8% | $4,333-69.7% | $2,631-50.1% |
| Participant deferral / active EE | $4,431 | $4,590-3.5% | $6,158-28.1% | $4,212+5.2% |
| Admin fee / account holder | $6,884 | $9,357-26.4% | $14,255-51.7% | $7,344-6.3% |