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 | $137,362 | $148,978-7.8% | $200,582-31.5% | $84,808+62.0% |
| Participation rate | 56.9% | 84.2%-27.3pp | 86.9%-29.9pp | 68.3%-11.4pp |
| Annual return | 39.85% | 28.16%+11.7pp | 42.33%-2.5pp | 40.90%-1.0pp |
| Employer contribution / active EE | $2,722 | $4,815-43.5% | $6,419-57.6% | $2,631+3.4% |
| Participant deferral / active EE | $5,924 | $7,142-17.1% | $9,331-36.5% | $4,212+40.6% |
| Admin fee / account holder | $1,639 | $13,977-88.3% | $16,305-89.9% | $7,344-77.7% |