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 | $105,175 | $73,933+42.3% | $96,683+8.8% | $75,163+39.9% |
| Participation rate | 68.0% | 66.4%+1.6pp | 74.3%-6.3pp | 67.2%+0.8pp |
| Annual return | 14.70% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,426 | $2,928+51.2% | $3,737+18.4% | $2,670+65.8% |
| Participant deferral / active EE | $9,195 | $3,659+151.3% | $4,878+88.5% | $4,125+122.9% |
| Admin fee / account holder | $29,233 | $5,216+460.4% | $6,730+334.4% | $5,651+417.3% |