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 | $92,313 | $96,557-4.4% | $80,975+14.0% | $273,961-66.3% |
| Participation rate | 52.6% | 79.1%-26.5pp | 75.8%-23.2pp | 83.0%-30.4pp |
| Annual return | 9.79% | 15.14%-5.3pp | 17.10%-7.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,433 | $4,868-29.5% | $3,714-7.6% | $4,869-29.5% |
| Participant deferral / active EE | $9,534 | $6,598+44.5% | $5,696+67.4% | $5,287+80.3% |
| Admin fee / account holder | $1,225 | $7,492-83.7% | $5,516-77.8% | $10,132-87.9% |