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 | $130,646 | $109,881+18.9% | $150,045-12.9% | $84,808+54.1% |
| Participation rate | 64.9% | 76.1%-11.2pp | 82.3%-17.5pp | 68.3%-3.4pp |
| Annual return | 18.80% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,993 | $3,561-44.0% | $4,693-57.5% | $2,631-24.3% |
| Participant deferral / active EE | $5,199 | $6,636-21.7% | $7,997-35.0% | $4,212+23.4% |
| Admin fee / account holder | $576 | $8,568-93.3% | $13,435-95.7% | $7,344-92.2% |