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 | $95,607 | $73,787+29.6% | $98,716-3.1% | $82,448+16.0% |
| Participation rate | 56.7% | 61.4%-4.7pp | 69.3%-12.6pp | 68.1%-11.4pp |
| Annual return | 21.33% | 18.57%+2.8pp | 31.81%-10.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,434 | $1,511-5.1% | $2,279-37.1% | $2,551-43.8% |
| Participant deferral / active EE | $2,385 | $3,081-22.6% | $4,048-41.1% | $4,139-42.4% |
| Admin fee / account holder | $5,745 | $6,500-11.6% | $8,703-34.0% | $7,234-20.6% |