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 | $88,892 | $74,888+18.7% | $71,209+24.8% | $142,382-37.6% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.1%-17.0pp |
| Annual return | 20.60% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,358 | $2,854+157.8% | $2,721+170.4% | $4,299+71.1% |
| Participant deferral / active EE | $11,568 | $4,454+159.7% | $4,175+177.1% | $6,507+77.8% |
| Admin fee / account holder | $5,612 | $5,568+0.8% | $5,349+4.9% | $12,624-55.5% |