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 | $96,384 | $109,881-12.3% | $150,045-35.8% | $84,808+13.7% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.3pp | 68.3%+0.7pp |
| Annual return | 16.43% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,019 | $3,561-15.2% | $4,693-35.7% | $2,631+14.8% |
| Participant deferral / active EE | $8,296 | $6,636+25.0% | $7,997+3.7% | $4,212+97.0% |
| Admin fee / account holder | $14,219 | $8,568+66.0% | $13,435+5.8% | $7,344+93.6% |