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 | $97,345 | $73,933+31.7% | $96,683+0.7% | $75,163+29.5% |
| Participation rate | 58.3% | 66.4%-8.1pp | 74.3%-16.0pp | 67.2%-8.9pp |
| Annual return | 22.07% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,987 | $2,928-32.1% | $3,737-46.8% | $2,670-25.6% |
| Participant deferral / active EE | $5,055 | $3,659+38.2% | $4,878+3.6% | $4,125+22.6% |
| Admin fee / account holder | $32,376 | $5,216+520.7% | $6,730+381.1% | $5,651+472.9% |