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 | $68,388 | $76,552-10.7% | $123,892-44.8% | $62,891+8.7% |
| Participation rate | 63.3% | 73.0%-9.7pp | 81.4%-18.1pp | 69.3%-6.0pp |
| Annual return | 7.99% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,180 | $2,883-59.1% | $4,617-74.4% | $2,281-48.3% |
| Participant deferral / active EE | $5,435 | $4,840+12.3% | $5,984-9.2% | $3,203+69.7% |
| Admin fee / account holder | $14,159 | $4,826+193.4% | $8,357+69.4% | $4,296+229.6% |