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 | $142,088 | $73,933+92.2% | $96,683+47.0% | $75,163+89.0% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 18.77% | 26.70%-7.9pp | 35.69%-16.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,808 | $2,928-4.1% | $3,737-24.9% | $2,670+5.2% |
| Participant deferral / active EE | $5,401 | $3,659+47.6% | $4,878+10.7% | $4,125+30.9% |
| Admin fee / account holder | $4,798 | $5,216-8.0% | $6,730-28.7% | $5,651-15.1% |