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 | $109,057 | $88,707+22.9% | $74,183+47.0% | $273,961-60.2% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 3.09% | 11.94%-8.8pp | 17.74%-14.6pp | 41.45%-38.4pp |
| Employer contribution / active EE | $882 | $3,159-72.1% | $2,370-62.8% | $4,869-81.9% |
| Participant deferral / active EE | $3,164 | $4,212-24.9% | $3,550-10.9% | $5,287-40.2% |
| Admin fee / account holder | $8,461 | $8,717-2.9% | $5,586+51.5% | $10,132-16.5% |