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 | $123,407 | $72,492+70.2% | $87,100+41.7% | $72,985+69.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 25.85% | 24.46%+1.4pp | 28.19%-2.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $3,173 | $1,894+67.5% | $2,521+25.8% | $2,440+30.0% |
| Participant deferral / active EE | $5,208 | $3,270+59.3% | $4,049+28.6% | $3,607+44.4% |
| Admin fee / account holder | $5,582 | $5,055+10.4% | $7,497-25.5% | $5,124+8.9% |