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 | $113,235 | $74,927+51.1% | $101,794+11.2% | $84,808+33.5% |
| Participation rate | 54.7% | 61.4%-6.7pp | 69.2%-14.5pp | 68.3%-13.6pp |
| Annual return | 15.30% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,442 | $1,522-5.3% | $2,289-37.0% | $2,631-45.2% |
| Participant deferral / active EE | $3,963 | $3,099+27.9% | $4,084-3.0% | $4,212-5.9% |
| Admin fee / account holder | $5,722 | $6,514-12.2% | $8,777-34.8% | $7,344-22.1% |