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 | $122,039 | $73,933+65.1% | $96,683+26.2% | $75,163+62.4% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 17.45% | 26.70%-9.3pp | 35.69%-18.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,631 | $2,928-44.3% | $3,737-56.3% | $2,670-38.9% |
| Participant deferral / active EE | $3,089 | $3,659-15.6% | $4,878-36.7% | $4,125-25.1% |
| Admin fee / account holder | $2,245 | $5,216-57.0% | $6,730-66.6% | $5,651-60.3% |