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 | $130,507 | $67,411+93.6% | $91,001+43.4% | $70,131+86.1% |
| Participation rate | 69.7% | 71.4%-1.7pp | 75.6%-5.9pp | 69.5%+0.2pp |
| Annual return | 22.51% | -40.16%+62.7pp | 4.60%+17.9pp | 73.14%-50.6pp |
| Employer contribution / active EE | $4,466 | $1,786+150.1% | $2,456+81.9% | $2,342+90.7% |
| Participant deferral / active EE | $3,551 | $2,823+25.8% | $3,547+0.1% | $3,332+6.6% |
| Admin fee / account holder | $1,751 | $4,236-58.7% | $5,417-67.7% | $4,645-62.3% |