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 | $130,131 | $109,881+18.4% | $150,045-13.3% | $84,808+53.4% |
| Participation rate | 62.0% | 76.1%-14.1pp | 82.3%-20.4pp | 68.3%-6.3pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,306 | $3,561+20.9% | $4,693-8.3% | $2,631+63.6% |
| Participant deferral / active EE | $7,793 | $6,636+17.4% | $7,997-2.6% | $4,212+85.0% |
| Admin fee / account holder | $4,323 | $8,568-49.5% | $13,435-67.8% | $7,344-41.1% |