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 | $103,960 | $99,341+4.7% | $84,750+22.7% | $273,961-62.1% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 7.07% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,197 | $4,214-71.6% | $3,574-66.5% | $4,869-75.4% |
| Participant deferral / active EE | $3,072 | $4,269-28.0% | $3,712-17.2% | $5,287-41.9% |
| Admin fee / account holder | $5,698 | $6,644-14.2% | $5,332+6.9% | $10,132-43.8% |