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 | $106,749+22.4% | $145,433-10.2% | $82,448+58.5% |
| Participation rate | 64.9% | 75.6%-10.8pp | 82.1%-17.3pp | 68.1%-3.2pp |
| Annual return | 18.80% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,993 | $3,444-42.2% | $4,554-56.3% | $2,551-21.9% |
| Participant deferral / active EE | $5,199 | $6,519-20.2% | $7,897-34.2% | $4,139+25.6% |
| Admin fee / account holder | $576 | $8,390-93.1% | $13,129-95.6% | $7,234-92.0% |