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 | $71,003 | $100,326-29.2% | $180,183-60.6% | $84,808-16.3% |
| Participation rate | 64.7% | 71.0%-6.3pp | 77.4%-12.7pp | 68.3%-3.6pp |
| Annual return | 16.56% | 17.86%-1.3pp | 27.86%-11.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,745 | $3,269-16.0% | $5,039-45.5% | $2,631+4.3% |
| Participant deferral / active EE | $4,973 | $5,066-1.8% | $6,822-27.1% | $4,212+18.1% |
| Admin fee / account holder | $3,745 | $9,674-61.3% | $19,975-81.3% | $7,344-49.0% |