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 | $137,680 | $83,477+64.9% | $125,175+10.0% | $72,985+88.6% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 28.83% | 25.78%+3.1pp | 43.79%-15.0pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,921 | $2,345-18.1% | $3,865-50.3% | $2,440-21.3% |
| Participant deferral / active EE | $5,821 | $3,585+62.4% | $4,937+17.9% | $3,607+61.4% |
| Admin fee / account holder | $16,783 | $5,517+204.2% | $9,702+73.0% | $5,124+227.5% |