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 | $116,193 | $96,557+20.3% | $80,975+43.5% | $273,961-57.6% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 10.20% | 15.14%-4.9pp | 17.10%-6.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,025 | $4,868-37.9% | $3,714-18.6% | $4,869-37.9% |
| Participant deferral / active EE | $6,375 | $6,598-3.4% | $5,696+11.9% | $5,287+20.6% |
| Admin fee / account holder | $390 | $7,492-94.8% | $5,516-92.9% | $10,132-96.2% |