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 | $144,271 | $94,625+52.5% | $116,228+24.1% | $84,808+70.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 15.53% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,953 | $2,347-16.8% | $2,994-34.8% | $2,631-25.8% |
| Participant deferral / active EE | $5,587 | $3,972+40.7% | $4,953+12.8% | $4,212+32.6% |
| Admin fee / account holder | $6,614 | $10,091-34.5% | $11,989-44.8% | $7,344-9.9% |