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 | $118,723 | $56,114+111.6% | $96,139+23.5% | $85,850+38.3% |
| Participation rate | 68.7% | 56.7%+11.9pp | 68.4%+0.2pp | 69.3%-0.7pp |
| Annual return | 12.60% | 42.30%-29.7pp | 191.94%-179.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,080 | $1,620+28.4% | $2,797-25.6% | $2,565-18.9% |
| Participant deferral / active EE | $4,477 | $2,859+56.6% | $4,349+2.9% | $3,952+13.3% |
| Admin fee / account holder | $7,390 | $3,768+96.1% | $5,537+33.5% | $6,260+18.1% |