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 | $174,885 | $179,726-2.7% | $156,263+11.9% | $142,382+22.8% |
| Participation rate | 64.7% | 82.1%-17.4pp | 78.9%-14.2pp | 80.1%-15.4pp |
| Annual return | 10.99% | 77.86%-66.9pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,511 | $5,069-70.2% | $4,333-65.1% | $4,299-64.8% |
| Participant deferral / active EE | $3,876 | $6,956-44.3% | $6,158-37.1% | $6,507-40.4% |
| Admin fee / account holder | $2,422 | $17,272-86.0% | $14,255-83.0% | $12,624-80.8% |