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 | $77,067 | $85,766-10.1% | $136,294-43.5% | $70,131+9.9% |
| Participation rate | 62.1% | 74.2%-12.1pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 15.25% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,301 | $2,966-56.1% | $4,695-72.3% | $2,342-44.4% |
| Participant deferral / active EE | $4,774 | $5,051-5.5% | $6,247-23.6% | $3,332+43.3% |
| Admin fee / account holder | $5,056 | $5,420-6.7% | $9,243-45.3% | $4,645+8.8% |