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 | $131,609 | $109,881+19.8% | $150,045-12.3% | $84,808+55.2% |
| Participation rate | 67.6% | 76.1%-8.5pp | 82.3%-14.8pp | 68.3%-0.7pp |
| Annual return | 17.24% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,468 | $3,561-2.6% | $4,693-26.1% | $2,631+31.8% |
| Participant deferral / active EE | $7,613 | $6,636+14.7% | $7,997-4.8% | $4,212+80.8% |
| Admin fee / account holder | $4,704 | $8,568-45.1% | $13,435-65.0% | $7,344-35.9% |