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 7-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 | $113,464 | $127,065-10.7% | $113,168+0.3% | $142,382-20.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 15.71% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,626 | $3,442-52.8% | $2,975-45.4% | $4,299-62.2% |
| Participant deferral / active EE | $3,406 | $5,716-40.4% | $5,107-33.3% | $6,507-47.7% |
| Admin fee / account holder | $6,829 | $15,736-56.6% | $12,068-43.4% | $12,624-45.9% |