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 | $137,047 | $135,952+0.8% | $123,892+10.6% | $273,961-50.0% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 12.39% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,108 | $5,170-59.2% | $4,617-54.3% | $4,869-56.7% |
| Participant deferral / active EE | $6,044 | $6,343-4.7% | $5,984+1.0% | $5,287+14.3% |
| Admin fee / account holder | $841 | $9,817-91.4% | $8,357-89.9% | $10,132-91.7% |