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 | $101,058 | $117,983-14.3% | $101,794-0.7% | $142,382-29.0% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 10.03% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,348 | $2,773-51.4% | $2,289-41.1% | $4,299-68.6% |
| Participant deferral / active EE | $4,630 | $4,714-1.8% | $4,084+13.4% | $6,507-28.8% |
| Admin fee / account holder | $26,674 | $10,433+155.7% | $8,777+203.9% | $12,624+111.3% |