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 | $97,959 | $76,552+28.0% | $123,892-20.9% | $62,891+55.8% |
| Participation rate | 62.5% | 73.0%-10.5pp | 81.4%-18.9pp | 69.3%-6.8pp |
| Annual return | 10.92% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $661 | $2,883-77.1% | $4,617-85.7% | $2,281-71.0% |
| Participant deferral / active EE | $3,418 | $4,840-29.4% | $5,984-42.9% | $3,203+6.7% |
| Admin fee / account holder | $4,369 | $4,826-9.5% | $8,357-47.7% | $4,296+1.7% |