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 | $72,071+23.3% | $68,368+30.0% | $137,256-35.2% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 20.60% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,358 | $2,788+163.9% | $2,649+177.8% | $4,156+77.0% |
| Participant deferral / active EE | $11,568 | $4,410+162.3% | $4,123+180.6% | $6,407+80.6% |
| Admin fee / account holder | $5,612 | $5,336+5.2% | $5,150+9.0% | $12,270-54.3% |