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 | $95,965 | $95,803+0.2% | $113,168-15.2% | $84,808+13.2% |
| Participation rate | 67.4% | 72.9%-5.4pp | 76.6%-9.1pp | 68.3%-0.9pp |
| Annual return | 16.93% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,108 | $2,360-10.7% | $2,975-29.2% | $2,631-19.9% |
| Participant deferral / active EE | $5,117 | $4,242+20.6% | $5,107+0.2% | $4,212+21.5% |
| Admin fee / account holder | $1,217 | $8,989-86.5% | $12,068-89.9% | $7,344-83.4% |