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 | $126,190 | $111,535+13.1% | $105,223+19.9% | $137,256-8.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 19.20% | 237.85%-218.7pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,657 | $3,939-57.9% | $3,689-55.1% | $4,156-60.1% |
| Participant deferral / active EE | $3,441 | $5,500-37.4% | $5,072-32.1% | $6,407-46.3% |
| Admin fee / account holder | $2,492 | $9,721-74.4% | $8,859-71.9% | $12,270-79.7% |