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 | $139,341 | $95,803+45.4% | $113,168+23.1% | $84,808+64.3% |
| Participation rate | 68.1% | 72.9%-4.7pp | 76.6%-8.4pp | 68.3%-0.2pp |
| Annual return | 15.58% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,985 | $2,360-15.9% | $2,975-33.3% | $2,631-24.5% |
| Participant deferral / active EE | $5,218 | $4,242+23.0% | $5,107+2.2% | $4,212+23.9% |
| Admin fee / account holder | $21,248 | $8,989+136.4% | $12,068+76.1% | $7,344+189.3% |