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 | $135,747 | $71,050+91.1% | $93,606+45.0% | $80,856+67.9% |
| Participation rate | 58.2% | 60.4%-2.2pp | 68.7%-10.5pp | 67.6%-9.5pp |
| Annual return | 14.20% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,969 | $1,564+89.9% | $2,420+22.7% | $2,755+7.8% |
| Participant deferral / active EE | $4,333 | $4,034+7.4% | $4,411-1.8% | $4,296+0.9% |
| Admin fee / account holder | $44,080 | $6,945+534.7% | $8,285+432.0% | $6,918+537.2% |