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 | $64,447 | $56,114+14.8% | $96,139-33.0% | $85,850-24.9% |
| Participation rate | 61.8% | 56.7%+5.0pp | 68.4%-6.7pp | 69.3%-7.6pp |
| Annual return | 16.67% | 42.30%-25.6pp | 191.94%-175.3pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,497 | $1,620+54.2% | $2,797-10.7% | $2,565-2.6% |
| Participant deferral / active EE | $5,202 | $2,859+81.9% | $4,349+19.6% | $3,952+31.6% |
| Admin fee / account holder | $6,241 | $3,768+65.6% | $5,537+12.7% | $6,260-0.3% |