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 | $122,148 | $94,625+29.1% | $116,228+5.1% | $84,808+44.0% |
| Participation rate | 62.7% | 70.4%-7.7pp | 74.6%-11.8pp | 68.3%-5.6pp |
| Annual return | 15.37% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,262 | $2,347-3.6% | $2,994-24.5% | $2,631-14.0% |
| Participant deferral / active EE | $3,762 | $3,972-5.3% | $4,953-24.0% | $4,212-10.7% |
| Admin fee / account holder | $2,048 | $10,091-79.7% | $11,989-82.9% | $7,344-72.1% |