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 | $156,988 | $128,603+22.1% | $197,124-20.4% | $67,986+130.9% |
| Participation rate | 65.8% | 81.7%-15.9pp | 86.7%-20.9pp | 57.2%+8.6pp |
| Annual return | 24.13% | 23.77%+0.4pp | 44.34%-20.2pp | 31.67%-7.5pp |
| Employer contribution / active EE | $5,573 | $4,379+27.2% | $6,227-10.5% | $2,019+176.0% |
| Participant deferral / active EE | $14,442 | $6,840+111.1% | $9,135+58.1% | $3,358+330.1% |
| Admin fee / account holder | $2,509 | $3,035-17.3% | $16,298-84.6% | $3,203-21.7% |