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 | $92,386 | $109,413-15.6% | $156,263-40.9% | $84,808+8.9% |
| Participation rate | 61.8% | 72.7%-10.9pp | 78.9%-17.1pp | 68.3%-6.5pp |
| Annual return | 17.71% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,258 | $2,907-22.3% | $4,333-47.9% | $2,631-14.2% |
| Participant deferral / active EE | $5,210 | $4,590+13.5% | $6,158-15.4% | $4,212+23.7% |
| Admin fee / account holder | $975 | $9,357-89.6% | $14,255-93.2% | $7,344-86.7% |