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 | $146,117 | $84,556+72.8% | $116,228+25.7% | $74,304+96.6% |
| Participation rate | 64.5% | 66.0%-1.5pp | 74.6%-10.1pp | 60.3%+4.1pp |
| Annual return | 22.00% | 18.35%+3.7pp | 90.06%-68.1pp | 29.43%-7.4pp |
| Employer contribution / active EE | $2,708 | $2,168+24.9% | $2,994-9.6% | $2,241+20.8% |
| Participant deferral / active EE | $6,992 | $3,814+83.3% | $4,953+41.2% | $3,767+85.6% |
| Admin fee / account holder | $37,074 | $3,792+877.7% | $11,989+209.2% | $2,969+1148.8% |