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 | $132,815 | $72,012+84.4% | $185,823-28.5% | $79,858+66.3% |
| Participation rate | 60.6% | 65.8%-5.2pp | 78.0%-17.4pp | 69.6%-9.0pp |
| Annual return | 13.33% | 23.12%-9.8pp | 35.95%-22.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,434 | $1,965-27.0% | $4,087-64.9% | $2,471-42.0% |
| Participant deferral / active EE | $2,809 | $3,779-25.7% | $5,632-50.1% | $3,740-24.9% |
| Admin fee / account holder | $9,075 | $4,513+101.1% | $9,500-4.5% | $5,306+71.0% |