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 | $133,985 | $106,749+25.5% | $145,433-7.9% | $82,448+62.5% |
| Participation rate | 51.0% | 75.6%-24.6pp | 82.1%-31.1pp | 68.1%-17.0pp |
| Annual return | 23.45% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $3,601 | $3,444+4.5% | $4,554-20.9% | $2,551+41.2% |
| Participant deferral / active EE | $9,086 | $6,519+39.4% | $7,897+15.1% | $4,139+119.5% |
| Admin fee / account holder | $17,126 | $8,390+104.1% | $13,129+30.4% | $7,234+136.7% |