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 | $115,582 | $63,355+82.4% | $91,989+25.6% | $72,985+58.4% |
| Participation rate | 69.2% | 72.5%-3.3pp | 78.6%-9.4pp | 69.5%-0.3pp |
| Annual return | 61.10% | 35.35%+25.8pp | 69.02%-7.9pp | 81.00%-19.9pp |
| Employer contribution / active EE | $3,665 | $2,116+73.2% | $3,452+6.2% | $2,440+50.2% |
| Participant deferral / active EE | $8,322 | $4,883+70.4% | $5,923+40.5% | $3,607+130.7% |
| Admin fee / account holder | $1,126 | $4,668-75.9% | $7,743-85.5% | $5,124-78.0% |