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 9-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 | $80,469 | $68,547+17.4% | $120,354-33.1% | $80,856-0.5% |
| Participation rate | 63.8% | 61.6%+2.2pp | 71.9%-8.1pp | 67.6%-3.9pp |
| Annual return | 11.74% | 23.60%-11.9pp | 107.15%-95.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,508 | $2,051+22.3% | $3,463-27.6% | $2,755-9.0% |
| Participant deferral / active EE | $5,571 | $3,173+75.5% | $4,991+11.6% | $4,296+29.7% |
| Admin fee / account holder | $4,229 | $5,732-26.2% | $9,423-55.1% | $6,918-38.9% |