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 | $93,070 | $108,825-14.5% | $156,181-40.4% | $82,448+12.9% |
| Participation rate | 67.9% | 72.4%-4.4pp | 78.8%-10.9pp | 68.1%-0.1pp |
| Annual return | 19.24% | 20.59%-1.4pp | 64.87%-45.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,805 | $2,870-37.1% | $4,294-58.0% | $2,551-29.2% |
| Participant deferral / active EE | $3,974 | $4,577-13.2% | $6,132-35.2% | $4,139-4.0% |
| Admin fee / account holder | $11,441 | $9,341+22.5% | $14,586-21.6% | $7,234+58.1% |