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 7-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 | $41,410 | $58,208-28.9% | $81,812-49.4% | $80,856-48.8% |
| Participation rate | 65.6% | 63.4%+2.2pp | 72.3%-6.7pp | 67.6%-2.0pp |
| Annual return | 11.53% | 41.66%-30.1pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,673 | $2,340+14.2% | $2,912-8.2% | $2,755-3.0% |
| Participant deferral / active EE | $6,371 | $3,281+94.2% | $4,319+47.5% | $4,296+48.3% |
| Admin fee / account holder | $8,468 | $4,981+70.0% | $7,386+14.6% | $6,918+22.4% |