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 | $73,035 | $81,460-10.3% | $103,333-29.3% | $80,856-9.7% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 15.62% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,727 | $3,105-12.2% | $3,868-29.5% | $2,755-1.0% |
| Participant deferral / active EE | $5,184 | $3,869+34.0% | $5,057+2.5% | $4,296+20.7% |
| Admin fee / account holder | $1,551 | $6,566-76.4% | $8,355-81.4% | $6,918-77.6% |