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 | $144,296 | $81,460+77.1% | $103,333+39.6% | $80,856+78.5% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 15.71% | 25.55%-9.8pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,365 | $3,105-23.8% | $3,868-38.8% | $2,755-14.1% |
| Participant deferral / active EE | $6,324 | $3,869+63.5% | $5,057+25.0% | $4,296+47.2% |
| Admin fee / account holder | $39,972 | $6,566+508.7% | $8,355+378.4% | $6,918+477.8% |