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 7-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 | $97,219 | $109,413-11.1% | $156,263-37.8% | $84,808+14.6% |
| Participation rate | 68.8% | 72.7%-3.9pp | 78.9%-10.2pp | 68.3%+0.4pp |
| Annual return | 14.03% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,604 | $2,907-10.4% | $4,333-39.9% | $2,631-1.0% |
| Participant deferral / active EE | $4,744 | $4,590+3.4% | $6,158-23.0% | $4,212+12.6% |
| Admin fee / account holder | $8,784 | $9,357-6.1% | $14,255-38.4% | $7,344+19.6% |