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 | $75,730 | $74,927+1.1% | $101,794-25.6% | $84,808-10.7% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.2%-28.0pp | 68.3%-27.1pp |
| Annual return | 12.69% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,467 | $1,522-3.6% | $2,289-35.9% | $2,631-44.3% |
| Participant deferral / active EE | $2,347 | $3,099-24.3% | $4,084-42.5% | $4,212-44.3% |
| Admin fee / account holder | $8,544 | $6,514+31.2% | $8,777-2.7% | $7,344+16.3% |