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 | $96,478 | $45,073+114.0% | $69,455+38.9% | $72,985+32.2% |
| Participation rate | 46.0% | 68.5%-22.5pp | 74.6%-28.6pp | 69.5%-23.5pp |
| Annual return | 21.83% | 22.65%-0.8pp | 28.97%-7.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $921 | $2,054-55.2% | $2,779-66.9% | $2,440-62.3% |
| Participant deferral / active EE | $2,236 | $2,602-14.1% | $3,535-36.8% | $3,607-38.0% |
| Admin fee / account holder | $24,367 | $3,056+697.5% | $3,839+534.7% | $5,124+375.5% |