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 | $95,552 | $109,413-12.7% | $156,263-38.9% | $84,808+12.7% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 16.92% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,076 | $2,907-28.6% | $4,333-52.1% | $2,631-21.1% |
| Participant deferral / active EE | $4,036 | $4,590-12.1% | $6,158-34.5% | $4,212-4.2% |
| Admin fee / account holder | $947 | $9,357-89.9% | $14,255-93.4% | $7,344-87.1% |