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 | $135,524 | $81,460+66.4% | $103,333+31.2% | $80,856+67.6% |
| Participation rate | 67.7% | 66.8%+0.8pp | 74.5%-6.8pp | 67.6%+0.1pp |
| Annual return | 14.01% | 25.55%-11.5pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,629 | $3,105-15.3% | $3,868-32.0% | $2,755-4.6% |
| Participant deferral / active EE | $5,833 | $3,869+50.8% | $5,057+15.3% | $4,296+35.8% |
| Admin fee / account holder | $3,919 | $6,566-40.3% | $8,355-53.1% | $6,918-43.4% |