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 | $96,090 | $71,050+35.2% | $93,606+2.7% | $80,856+18.8% |
| Participation rate | 62.8% | 60.4%+2.4pp | 68.7%-5.9pp | 67.6%-4.8pp |
| Annual return | 13.37% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $762 | $1,564-51.2% | $2,420-68.5% | $2,755-72.3% |
| Participant deferral / active EE | $4,267 | $4,034+5.8% | $4,411-3.3% | $4,296-0.7% |
| Admin fee / account holder | $10,047 | $6,945+44.7% | $8,285+21.3% | $6,918+45.2% |