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 | $108,825+30.0% | $156,181-9.4% | $82,448+71.6% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.5pp | 68.1%-7.7pp |
| Annual return | 15.29% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,006 | $2,870+4.7% | $4,294-30.0% | $2,551+17.8% |
| Participant deferral / active EE | $6,372 | $4,577+39.2% | $6,132+3.9% | $4,139+53.9% |
| Admin fee / account holder | $35,764 | $9,341+282.9% | $14,586+145.2% | $7,234+394.4% |