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 | $137,831 | $101,724+35.5% | $164,813-16.4% | $80,856+70.5% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.6%-13.8pp |
| Annual return | 18.82% | 16.72%+2.1pp | 69.93%-51.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,733 | $2,953-41.3% | $4,341-60.1% | $2,755-37.1% |
| Participant deferral / active EE | $3,323 | $4,477-25.8% | $6,031-44.9% | $4,296-22.6% |
| Admin fee / account holder | $44,699 | $8,227+443.3% | $12,690+252.2% | $6,918+546.1% |