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 | $146,012 | $101,724+43.5% | $164,813-11.4% | $80,856+80.6% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 15.87% | 16.72%-0.8pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,598 | $2,953-12.0% | $4,341-40.1% | $2,755-5.7% |
| Participant deferral / active EE | $5,633 | $4,477+25.8% | $6,031-6.6% | $4,296+31.1% |
| Admin fee / account holder | $6,722 | $8,227-18.3% | $12,690-47.0% | $6,918-2.8% |