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 | $100,773+6.2% | $88,946+20.3% | $142,382-24.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 14.80% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,463 | $2,918-15.6% | $2,555-3.6% | $4,299-42.7% |
| Participant deferral / active EE | $12,187 | $5,230+133.0% | $4,581+166.0% | $6,507+87.3% |
| Admin fee / account holder | $1,049 | $9,693-89.2% | $8,261-87.3% | $12,624-91.7% |