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 | $81,079 | $89,355-9.3% | $141,162-42.6% | $72,985+11.1% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 25.16% | 111.85%-86.7pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $3,104 | $3,114-0.3% | $4,735-34.5% | $2,440+27.2% |
| Participant deferral / active EE | $6,847 | $5,418+26.4% | $6,709+2.1% | $3,607+89.8% |
| Admin fee / account holder | $1,866 | $5,958-68.7% | $10,261-81.8% | $5,124-63.6% |