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 | $145,477 | $153,772-5.4% | $133,980+8.6% | $273,961-46.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.42% | 36.51%-29.1pp | 29.30%-21.9pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,108 | $6,029-65.0% | $5,211-59.5% | $4,869-56.7% |
| Participant deferral / active EE | $5,708 | $6,958-18.0% | $6,282-9.1% | $5,287+8.0% |
| Admin fee / account holder | $781 | $11,765-93.4% | $9,324-91.6% | $10,132-92.3% |