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 | $113,794 | $94,625+20.3% | $116,228-2.1% | $84,808+34.2% |
| Participation rate | 54.3% | 70.4%-16.2pp | 74.6%-20.3pp | 68.3%-14.0pp |
| Annual return | 12.83% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,147 | $2,347-51.1% | $2,994-61.7% | $2,631-56.4% |
| Participant deferral / active EE | $2,351 | $3,972-40.8% | $4,953-52.5% | $4,212-44.2% |
| Admin fee / account holder | $1,456 | $10,091-85.6% | $11,989-87.9% | $7,344-80.2% |