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 | $97,646 | $99,341-1.7% | $84,750+15.2% | $273,961-64.4% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 10.21% | 22.93%-12.7pp | 22.78%-12.6pp | 41.45%-31.2pp |
| Employer contribution / active EE | $880 | $4,214-79.1% | $3,574-75.4% | $4,869-81.9% |
| Participant deferral / active EE | $5,294 | $4,269+24.0% | $3,712+42.6% | $5,287+0.1% |
| Admin fee / account holder | $6,750 | $6,644+1.6% | $5,332+26.6% | $10,132-33.4% |