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 | $148,072 | $127,065+16.5% | $113,168+30.8% | $142,382+4.0% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 19.96% | 24.03%-4.1pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,645 | $3,442-23.2% | $2,975-11.1% | $4,299-38.5% |
| Participant deferral / active EE | $4,467 | $5,716-21.9% | $5,107-12.5% | $6,507-31.4% |
| Admin fee / account holder | $1,191 | $15,736-92.4% | $12,068-90.1% | $12,624-90.6% |