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 | $138,327 | $72,012+92.1% | $185,823-25.6% | $79,858+73.2% |
| Participation rate | 67.6% | 65.8%+1.9pp | 78.0%-10.4pp | 69.6%-2.0pp |
| Annual return | 24.14% | 23.12%+1.0pp | 35.95%-11.8pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,324 | $1,965-32.6% | $4,087-67.6% | $2,471-46.4% |
| Participant deferral / active EE | $4,281 | $3,779+13.3% | $5,632-24.0% | $3,740+14.5% |
| Admin fee / account holder | $22,374 | $4,513+395.8% | $9,500+135.5% | $5,306+321.7% |