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 | $169,377 | $73,933+129.1% | $96,683+75.2% | $75,163+125.3% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 20.36% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,953 | $2,928+0.9% | $3,737-21.0% | $2,670+10.6% |
| Participant deferral / active EE | $5,237 | $3,659+43.1% | $4,878+7.4% | $4,125+27.0% |
| Admin fee / account holder | $1,765 | $5,216-66.2% | $6,730-73.8% | $5,651-68.8% |