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 | $92,819 | $80,717+15.0% | $154,803-40.0% | $84,808+9.4% |
| Participation rate | 61.8% | 66.8%-5.0pp | 78.1%-16.3pp | 68.3%-6.5pp |
| Annual return | 15.89% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,606 | $2,761-5.6% | $4,305-39.5% | $2,631-0.9% |
| Participant deferral / active EE | $3,890 | $3,303+17.8% | $5,540-29.8% | $4,212-7.6% |
| Admin fee / account holder | $12,070 | $6,746+78.9% | $14,329-15.8% | $7,344+64.4% |