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 | $132,545 | $67,606+96.1% | $82,313+61.0% | $70,131+89.0% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 22.97% | 21.57%+1.4pp | 25.88%-2.9pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,885 | $1,755+64.4% | $2,428+18.8% | $2,342+23.1% |
| Participant deferral / active EE | $2,149 | $2,987-28.0% | $3,706-42.0% | $3,332-35.5% |
| Admin fee / account holder | $2,775 | $4,512-38.5% | $5,608-50.5% | $4,645-40.3% |