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 | $155,866 | $78,672+98.1% | $109,143+42.8% | $85,850+81.6% |
| Participation rate | 68.4% | 68.3%+0.1pp | 75.9%-7.5pp | 69.3%-0.9pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,981 | $2,735-27.6% | $3,722-46.8% | $2,565-22.8% |
| Participant deferral / active EE | $4,890 | $3,467+41.0% | $4,653+5.1% | $3,952+23.7% |
| Admin fee / account holder | $4,852 | $5,469-11.3% | $6,752-28.1% | $6,260-22.5% |