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 | $122,461 | $80,724+51.7% | $103,333+18.5% | $74,495+64.4% |
| Participation rate | 66.1% | 65.7%+0.4pp | 74.5%-8.4pp | 67.2%-1.1pp |
| Annual return | 12.95% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,395 | $3,157+7.5% | $3,868-12.2% | $2,623+29.4% |
| Participant deferral / active EE | $6,168 | $3,860+59.8% | $5,057+21.9% | $4,346+41.9% |
| Admin fee / account holder | $9,349 | $2,368+294.8% | $8,355+11.9% | $1,942+381.5% |