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 | $92,435 | $95,803-3.5% | $113,168-18.3% | $84,808+9.0% |
| Participation rate | 67.4% | 72.9%-5.4pp | 76.6%-9.1pp | 68.3%-0.9pp |
| Annual return | 15.80% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,428 | $2,360-39.5% | $2,975-52.0% | $2,631-45.7% |
| Participant deferral / active EE | $4,280 | $4,242+0.9% | $5,107-16.2% | $4,212+1.6% |
| Admin fee / account holder | $6,225 | $8,989-30.8% | $12,068-48.4% | $7,344-15.2% |