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 | $146,987 | $127,065+15.7% | $113,168+29.9% | $142,382+3.2% |
| Participation rate | 46.2% | 79.2%-33.1pp | 76.6%-30.4pp | 80.1%-34.0pp |
| Annual return | 15.99% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,134 | $3,442-8.9% | $2,975+5.4% | $4,299-27.1% |
| Participant deferral / active EE | $5,095 | $5,716-10.9% | $5,107-0.2% | $6,507-21.7% |
| Admin fee / account holder | $10,181 | $15,736-35.3% | $12,068-15.6% | $12,624-19.4% |