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 | $135,772 | $64,324+111.1% | $118,925+14.2% | $79,858+70.0% |
| Participation rate | 58.0% | 64.9%-6.9pp | 75.4%-17.4pp | 69.6%-11.6pp |
| Annual return | 14.90% | 86.45%-71.5pp | 35.88%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,914 | $1,836+4.2% | $3,263-41.3% | $2,471-22.5% |
| Participant deferral / active EE | $3,197 | $2,824+13.2% | $4,265-25.0% | $3,740-14.5% |
| Admin fee / account holder | $1,734 | $4,040-57.1% | $6,581-73.7% | $5,306-67.3% |