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 | $62,475 | $64,517-3.2% | $81,438-23.3% | $80,874-22.8% |
| Participation rate | 10.3% | 63.9%-53.6pp | 69.5%-59.2pp | 67.6%-57.3pp |
| Annual return | 14.36% | 16.35%-2.0pp | 24.74%-10.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,036 | $1,982+2.7% | $2,460-17.3% | $2,756-26.1% |
| Participant deferral / active EE | $3,716 | $3,096+20.0% | $3,883-4.3% | $4,297-13.5% |
| Admin fee / account holder | $11,034 | $5,677+94.4% | $5,764+91.5% | $6,935+59.1% |