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 | $131,798 | $109,881+19.9% | $150,045-12.2% | $84,808+55.4% |
| Participation rate | 64.2% | 76.1%-11.9pp | 82.3%-18.1pp | 68.3%-4.1pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,313 | $3,561-35.0% | $4,693-50.7% | $2,631-12.1% |
| Participant deferral / active EE | $4,953 | $6,636-25.4% | $7,997-38.1% | $4,212+17.6% |
| Admin fee / account holder | $2,048 | $8,568-76.1% | $13,435-84.8% | $7,344-72.1% |