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 | $109,881+21.9% | $150,045-10.7% | $84,808+58.0% |
| Participation rate | 51.0% | 76.1%-25.1pp | 82.3%-31.3pp | 68.3%-17.3pp |
| Annual return | 23.45% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $3,601 | $3,561+1.1% | $4,693-23.3% | $2,631+36.9% |
| Participant deferral / active EE | $9,086 | $6,636+36.9% | $7,997+13.6% | $4,212+115.7% |
| Admin fee / account holder | $17,126 | $8,568+99.9% | $13,435+27.5% | $7,344+133.2% |