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 | $99,555 | $101,724-2.1% | $164,813-39.6% | $80,856+23.1% |
| Participation rate | 54.4% | 71.8%-17.4pp | 78.6%-24.2pp | 67.6%-13.2pp |
| Annual return | 15.67% | 16.72%-1.0pp | 69.93%-54.3pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,333 | $2,953-54.9% | $4,341-69.3% | $2,755-51.6% |
| Participant deferral / active EE | $2,702 | $4,477-39.7% | $6,031-55.2% | $4,296-37.1% |
| Admin fee / account holder | $1,839 | $8,227-77.7% | $12,690-85.5% | $6,918-73.4% |