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 | $141,507 | $109,413+29.3% | $156,263-9.4% | $84,808+66.9% |
| Participation rate | 60.4% | 72.7%-12.3pp | 78.9%-18.5pp | 68.3%-7.9pp |
| Annual return | 15.29% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,006 | $2,907+3.4% | $4,333-30.6% | $2,631+14.2% |
| Participant deferral / active EE | $6,372 | $4,590+38.8% | $6,158+3.5% | $4,212+51.3% |
| Admin fee / account holder | $35,764 | $9,357+282.2% | $14,255+150.9% | $7,344+387.0% |