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 | $113,001 | $123,793-8.7% | $177,821-36.5% | $79,858+41.5% |
| Participation rate | 63.4% | 84.7%-21.2pp | 87.7%-24.3pp | 69.6%-6.2pp |
| Annual return | 15.02% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,357 | $4,095-66.9% | $5,918-77.1% | $2,471-45.1% |
| Participant deferral / active EE | $3,640 | $5,956-38.9% | $7,714-52.8% | $3,740-2.7% |
| Admin fee / account holder | $5,723 | $7,243-21.0% | $12,427-54.0% | $5,306+7.8% |