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 | $143,859 | $140,940+2.1% | $112,229+28.2% | $139,434+3.2% |
| Participation rate | 64.3% | 79.2%-14.9pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 13.58% | 32.71%-19.1pp | 30.20%-16.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,425 | $4,283-20.0% | $3,430-0.2% | $4,751-27.9% |
| Participant deferral / active EE | $9,161 | $5,874+56.0% | $4,798+90.9% | $6,710+36.5% |
| Admin fee / account holder | $2,262 | $9,954-77.3% | $7,748-70.8% | $11,403-80.2% |