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 | $147,407 | $148,978-1.1% | $200,582-26.5% | $84,808+73.8% |
| Participation rate | 64.6% | 84.2%-19.6pp | 86.9%-22.3pp | 68.3%-3.7pp |
| Annual return | 17.76% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,545 | $4,815-47.1% | $6,419-60.4% | $2,631-3.3% |
| Participant deferral / active EE | $6,498 | $7,142-9.0% | $9,331-30.4% | $4,212+54.3% |
| Admin fee / account holder | $5,989 | $13,977-57.2% | $16,305-63.3% | $7,344-18.4% |