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 | $108,825-15.1% | $156,181-40.8% | $82,448+12.1% |
| Participation rate | 61.8% | 72.4%-10.6pp | 78.8%-17.1pp | 68.1%-6.3pp |
| Annual return | 17.71% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,258 | $2,870-21.3% | $4,294-47.4% | $2,551-11.5% |
| Participant deferral / active EE | $5,210 | $4,577+13.8% | $6,132-15.0% | $4,139+25.9% |
| Admin fee / account holder | $975 | $9,341-89.6% | $14,586-93.3% | $7,234-86.5% |