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 | $106,977 | $97,125+10.1% | $86,233+24.1% | $137,256-22.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.80% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,463 | $2,841-13.3% | $2,504-1.7% | $4,156-40.7% |
| Participant deferral / active EE | $12,187 | $5,180+135.3% | $4,559+167.3% | $6,407+90.2% |
| Admin fee / account holder | $1,049 | $9,725-89.2% | $8,342-87.4% | $12,270-91.5% |