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 | $105,422 | $71,050+48.4% | $93,606+12.6% | $80,856+30.4% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.5pp | 67.6%-8.4pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,375 | $1,564-12.0% | $2,420-43.2% | $2,755-50.1% |
| Participant deferral / active EE | $3,994 | $4,034-1.0% | $4,411-9.5% | $4,296-7.0% |
| Admin fee / account holder | $15,721 | $6,945+126.4% | $8,285+89.7% | $6,918+127.2% |