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 6-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 | $94,005 | $64,707+45.3% | $112,228-16.2% | $68,494+37.2% |
| Participation rate | 63.9% | 67.2%-3.2pp | 75.1%-11.1pp | 67.9%-4.0pp |
| Annual return | 202.52% | -11.40%+213.9pp | 27.45%+175.1pp | -7.84%+210.4pp |
| Employer contribution / active EE | $3,727 | $2,746+35.7% | $3,635+2.5% | $2,596+43.6% |
| Participant deferral / active EE | $6,723 | $3,565+88.6% | $4,728+42.2% | $4,027+66.9% |
| Admin fee / account holder | $4,345 | $5,232-17.0% | $6,410-32.2% | $5,403-19.6% |