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 | $128,918 | $80,717+59.7% | $154,803-16.7% | $84,808+52.0% |
| Participation rate | 58.6% | 66.8%-8.2pp | 78.1%-19.5pp | 68.3%-9.7pp |
| Annual return | 19.93% | 37.96%-18.0pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,843 | $2,761+2.9% | $4,305-34.0% | $2,631+8.0% |
| Participant deferral / active EE | $3,878 | $3,303+17.4% | $5,540-30.0% | $4,212-7.9% |
| Admin fee / account holder | $10,548 | $6,746+56.4% | $14,329-26.4% | $7,344+43.6% |