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 | $144,260 | $95,803+50.6% | $113,168+27.5% | $84,808+70.1% |
| Participation rate | 65.9% | 72.9%-7.0pp | 76.6%-10.7pp | 68.3%-2.4pp |
| Annual return | 19.07% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,180 | $2,360-7.6% | $2,975-26.7% | $2,631-17.1% |
| Participant deferral / active EE | $5,390 | $4,242+27.1% | $5,107+5.5% | $4,212+28.0% |
| Admin fee / account holder | $2,743 | $8,989-69.5% | $12,068-77.3% | $7,344-62.6% |