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 | $109,508 | $109,413+0.1% | $156,263-29.9% | $84,808+29.1% |
| Participation rate | 59.2% | 72.7%-13.5pp | 78.9%-19.7pp | 68.3%-9.1pp |
| Annual return | 16.36% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,617 | $2,907-44.4% | $4,333-62.7% | $2,631-38.5% |
| Participant deferral / active EE | $3,616 | $4,590-21.2% | $6,158-41.3% | $4,212-14.1% |
| Admin fee / account holder | $1,362 | $9,357-85.4% | $14,255-90.4% | $7,344-81.4% |