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 | $114,798 | $93,571+22.7% | $135,903-15.5% | $75,163+52.7% |
| Participation rate | 60.9% | 75.2%-14.3pp | 81.9%-21.0pp | 67.2%-6.3pp |
| Annual return | 16.23% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,479 | $3,537-29.9% | $4,856-49.0% | $2,670-7.1% |
| Participant deferral / active EE | $6,089 | $6,404-4.9% | $7,758-21.5% | $4,125+47.6% |
| Admin fee / account holder | $22,067 | $6,975+216.4% | $10,762+105.0% | $5,651+290.5% |