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 9-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 | $90,540 | $56,053+61.5% | $75,972+19.2% | $80,856+12.0% |
| Participation rate | 69.6% | 62.0%+7.5pp | 69.1%+0.5pp | 67.6%+1.9pp |
| Annual return | 14.34% | 20.53%-6.2pp | 359.55%-345.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,411 | $1,874-24.7% | $2,685-47.4% | $2,755-48.8% |
| Participant deferral / active EE | $4,702 | $3,052+54.1% | $4,255+10.5% | $4,296+9.5% |
| Admin fee / account holder | $8,232 | $5,234+57.3% | $6,467+27.3% | $6,918+19.0% |