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 | $54,899 | $124,425-55.9% | $112,040-51.0% | $137,256-60.0% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 18.00% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,980 | $3,411-41.9% | $2,954-33.0% | $4,156-52.3% |
| Participant deferral / active EE | $7,911 | $5,718+38.3% | $5,098+55.2% | $6,407+23.5% |
| Admin fee / account holder | $13,181 | $15,207-13.3% | $12,098+8.9% | $12,270+7.4% |