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 | $86,686 | $109,413-20.8% | $156,263-44.5% | $84,808+2.2% |
| Participation rate | 58.3% | 72.7%-14.4pp | 78.9%-20.6pp | 68.3%-10.0pp |
| Annual return | 14.41% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,590 | $2,907-45.3% | $4,333-63.3% | $2,631-39.6% |
| Participant deferral / active EE | $4,334 | $4,590-5.6% | $6,158-29.6% | $4,212+2.9% |
| Admin fee / account holder | $9,725 | $9,357+3.9% | $14,255-31.8% | $7,344+32.4% |