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 | $85,090 | $76,050+11.9% | $96,544-11.9% | $71,457+19.1% |
| Participation rate | 57.4% | 74.4%-17.0pp | 76.0%-18.6pp | 67.9%-10.5pp |
| Annual return | 16.61% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,314 | $2,244-41.4% | $2,965-55.7% | $2,588-49.2% |
| Participant deferral / active EE | $3,810 | $4,215-9.6% | $4,851-21.5% | $4,289-11.2% |
| Admin fee / account holder | $9,590 | $2,707+254.3% | $8,252+16.2% | $1,587+504.2% |