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 | $140,830 | $73,933+90.5% | $96,683+45.7% | $75,163+87.4% |
| Participation rate | 69.0% | 66.4%+2.6pp | 74.3%-5.3pp | 67.2%+1.9pp |
| Annual return | 15.81% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,303 | $2,928-21.3% | $3,737-38.4% | $2,670-13.7% |
| Participant deferral / active EE | $6,455 | $3,659+76.4% | $4,878+32.3% | $4,125+56.5% |
| Admin fee / account holder | $1,093 | $5,216-79.0% | $6,730-83.8% | $5,651-80.7% |