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 | $94,955 | $109,881-13.6% | $150,045-36.7% | $84,808+12.0% |
| Participation rate | 64.5% | 76.1%-11.6pp | 82.3%-17.8pp | 68.3%-3.8pp |
| Annual return | 16.10% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,417 | $3,561-60.2% | $4,693-69.8% | $2,631-46.2% |
| Participant deferral / active EE | $3,953 | $6,636-40.4% | $7,997-50.6% | $4,212-6.1% |
| Admin fee / account holder | $13,727 | $8,568+60.2% | $13,435+2.2% | $7,344+86.9% |