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 | $175,793 | $87,013+102.0% | $106,213+65.5% | $80,856+117.4% |
| Participation rate | 68.6% | 70.4%-1.9pp | 75.3%-6.7pp | 67.6%+0.9pp |
| Annual return | 13.04% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,309 | $2,395-3.6% | $3,171-27.2% | $2,755-16.2% |
| Participant deferral / active EE | $5,380 | $3,986+35.0% | $5,016+7.3% | $4,296+25.2% |
| Admin fee / account holder | $87,390 | $8,431+936.5% | $11,033+692.1% | $6,918+1163.2% |