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 | $115,047 | $81,460+41.2% | $103,333+11.3% | $80,856+42.3% |
| Participation rate | 64.9% | 66.8%-1.9pp | 74.5%-9.6pp | 67.6%-2.7pp |
| Annual return | 12.42% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,116 | $3,105-64.0% | $3,868-71.1% | $2,755-59.5% |
| Participant deferral / active EE | $3,914 | $3,869+1.2% | $5,057-22.6% | $4,296-8.9% |
| Admin fee / account holder | $10,286 | $6,566+56.6% | $8,355+23.1% | $6,918+48.7% |