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 | $123,638 | $109,881+12.5% | $150,045-17.6% | $84,808+45.8% |
| Participation rate | 66.1% | 76.1%-10.0pp | 82.3%-16.3pp | 68.3%-2.2pp |
| Annual return | 15.84% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,815 | $3,561-49.0% | $4,693-61.3% | $2,631-31.0% |
| Participant deferral / active EE | $7,154 | $6,636+7.8% | $7,997-10.5% | $4,212+69.9% |
| Admin fee / account holder | $1,567 | $8,568-81.7% | $13,435-88.3% | $7,344-78.7% |