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 | $111,474 | $96,557+15.4% | $80,975+37.7% | $273,961-59.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 6.22% | 15.14%-8.9pp | 17.10%-10.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,230 | $4,868-54.2% | $3,714-40.0% | $4,869-54.2% |
| Participant deferral / active EE | $5,600 | $6,598-15.1% | $5,696-1.7% | $5,287+5.9% |
| Admin fee / account holder | $762 | $7,492-89.8% | $5,516-86.2% | $10,132-92.5% |