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 | $113,121 | $96,484+17.2% | $156,263-27.6% | $74,304+52.2% |
| Participation rate | 51.9% | 67.7%-15.8pp | 78.9%-27.1pp | 60.3%-8.5pp |
| Annual return | 16.66% | 17.73%-1.1pp | 59.47%-42.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,270 | $2,528-49.8% | $4,333-70.7% | $2,241-43.3% |
| Participant deferral / active EE | $2,084 | $4,286-51.4% | $6,158-66.2% | $3,767-44.7% |
| Admin fee / account holder | $2,369 | $3,728-36.5% | $14,255-83.4% | $2,969-20.2% |