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 | $116,417 | $95,803+21.5% | $113,168+2.9% | $84,808+37.3% |
| Participation rate | 65.3% | 72.9%-7.6pp | 76.6%-11.3pp | 68.3%-3.0pp |
| Annual return | 15.34% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,236 | $2,360-5.2% | $2,975-24.8% | $2,631-15.0% |
| Participant deferral / active EE | $4,069 | $4,242-4.1% | $5,107-20.3% | $4,212-3.4% |
| Admin fee / account holder | $1,138 | $8,989-87.3% | $12,068-90.6% | $7,344-84.5% |