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 | $139,281 | $81,460+71.0% | $103,333+34.8% | $80,856+72.3% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.6%+1.1pp |
| Annual return | 14.66% | 25.55%-10.9pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,567 | $3,105+14.9% | $3,868-7.8% | $2,755+29.5% |
| Participant deferral / active EE | $4,203 | $3,869+8.7% | $5,057-16.9% | $4,296-2.1% |
| Admin fee / account holder | $17,816 | $6,566+171.3% | $8,355+113.2% | $6,918+157.5% |