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 | $141,462 | $91,190+55.1% | $178,490-20.7% | $79,858+77.1% |
| Participation rate | 69.1% | 69.2%-0.1pp | 81.9%-12.8pp | 69.6%-0.5pp |
| Annual return | 15.62% | 24.19%-8.6pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $4,305 | $3,256+32.2% | $5,011-14.1% | $2,471+74.2% |
| Participant deferral / active EE | $3,887 | $3,236+20.1% | $5,202-25.3% | $3,740+3.9% |
| Admin fee / account holder | $8,171 | $6,751+21.0% | $13,984-41.6% | $5,306+54.0% |