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 | $146,341 | $101,724+43.9% | $164,813-11.2% | $80,856+81.0% |
| Participation rate | 69.4% | 71.8%-2.4pp | 78.6%-9.2pp | 67.6%+1.8pp |
| Annual return | 22.18% | 16.72%+5.5pp | 69.93%-47.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,900 | $2,953-1.8% | $4,341-33.2% | $2,755+5.3% |
| Participant deferral / active EE | $6,541 | $4,477+46.1% | $6,031+8.4% | $4,296+52.3% |
| Admin fee / account holder | $18,531 | $8,227+125.2% | $12,690+46.0% | $6,918+167.9% |