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 | $72,210 | $87,841-17.8% | $133,980-46.1% | $62,891+14.8% |
| Participation rate | 59.3% | 83.4%-24.0pp | 87.1%-27.7pp | 69.3%-10.0pp |
| Annual return | 13.55% | 12.05%+1.5pp | 29.30%-15.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $3,332 | $3,483-4.3% | $5,211-36.1% | $2,281+46.1% |
| Participant deferral / active EE | $9,042 | $4,812+87.9% | $6,282+43.9% | $3,203+182.3% |
| Admin fee / account holder | $1,698 | $5,371-68.4% | $9,324-81.8% | $4,296-60.5% |