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 | $141,939 | $95,803+48.2% | $113,168+25.4% | $84,808+67.4% |
| Participation rate | 65.7% | 72.9%-7.2pp | 76.6%-10.9pp | 68.3%-2.6pp |
| Annual return | 14.98% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,463 | $2,360+46.7% | $2,975+16.4% | $2,631+31.6% |
| Participant deferral / active EE | $9,102 | $4,242+114.6% | $5,107+78.2% | $4,212+116.1% |
| Admin fee / account holder | $4,871 | $8,989-45.8% | $12,068-59.6% | $7,344-33.7% |