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 | $83,828 | $85,515-2.0% | $112,040-25.2% | $67,986+23.3% |
| Participation rate | 61.2% | 68.2%-7.1pp | 76.5%-15.3pp | 57.2%+3.9pp |
| Annual return | 14.34% | 29.68%-15.3pp | 24.52%-10.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,181 | $2,191-46.1% | $2,954-60.0% | $2,019-41.5% |
| Participant deferral / active EE | $4,643 | $4,014+15.7% | $5,098-8.9% | $3,358+38.3% |
| Admin fee / account holder | $12,308 | $3,774+226.2% | $12,098+1.7% | $3,203+284.3% |