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 | $117,367 | $59,101+98.6% | $77,163+52.1% | $75,163+56.1% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.6%-0.3pp | 67.2%+2.0pp |
| Annual return | 19.75% | 26.71%-7.0pp | 37.87%-18.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,175 | $1,995-41.1% | $2,535-53.6% | $2,670-56.0% |
| Participant deferral / active EE | $3,853 | $2,999+28.5% | $3,833+0.5% | $4,125-6.6% |
| Admin fee / account holder | $5,177 | $4,774+8.4% | $5,472-5.4% | $5,651-8.4% |