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 | $137,302 | $109,881+25.0% | $150,045-8.5% | $84,808+61.9% |
| Participation rate | 66.0% | 76.1%-10.1pp | 82.3%-16.4pp | 68.3%-2.4pp |
| Annual return | 15.68% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,294 | $3,561-35.6% | $4,693-51.1% | $2,631-12.8% |
| Participant deferral / active EE | $6,251 | $6,636-5.8% | $7,997-21.8% | $4,212+48.4% |
| Admin fee / account holder | $2,474 | $8,568-71.1% | $13,435-81.6% | $7,344-66.3% |