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 | $96,991 | $101,724-4.7% | $164,813-41.2% | $80,856+20.0% |
| Participation rate | 61.5% | 71.8%-10.3pp | 78.6%-17.1pp | 67.6%-6.1pp |
| Annual return | 10.80% | 16.72%-5.9pp | 69.93%-59.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,796 | $2,953-39.2% | $4,341-58.6% | $2,755-34.8% |
| Participant deferral / active EE | $3,514 | $4,477-21.5% | $6,031-41.7% | $4,296-18.2% |
| Admin fee / account holder | $6,668 | $8,227-19.0% | $12,690-47.5% | $6,918-3.6% |