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 | $131,454 | $80,968+62.4% | $96,544+36.2% | $75,163+74.9% |
| Participation rate | 67.8% | 71.8%-4.0pp | 76.0%-8.2pp | 67.2%+0.6pp |
| Annual return | 19.52% | 27.06%-7.5pp | 25.84%-6.3pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,982 | $2,282-13.1% | $2,965-33.1% | $2,670-25.7% |
| Participant deferral / active EE | $5,775 | $3,928+47.0% | $4,851+19.0% | $4,125+40.0% |
| Admin fee / account holder | $925 | $6,724-86.3% | $8,252-88.8% | $5,651-83.6% |