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 | $132,884 | $94,625+40.4% | $116,228+14.3% | $84,808+56.7% |
| Participation rate | 69.4% | 70.4%-1.0pp | 74.6%-5.1pp | 68.3%+1.1pp |
| Annual return | 14.67% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,436 | $2,347+3.8% | $2,994-18.6% | $2,631-7.4% |
| Participant deferral / active EE | $7,842 | $3,972+97.4% | $4,953+58.3% | $4,212+86.2% |
| Admin fee / account holder | $14,544 | $10,091+44.1% | $11,989+21.3% | $7,344+98.0% |