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 8-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 | $53,303 | $89,355-40.3% | $141,162-62.2% | $72,985-27.0% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 42.90% | 111.85%-68.9pp | 71.39%-28.5pp | 81.00%-38.1pp |
| Employer contribution / active EE | $4,798 | $3,114+54.0% | $4,735+1.3% | $2,440+96.6% |
| Participant deferral / active EE | $9,851 | $5,418+81.8% | $6,709+46.8% | $3,607+173.1% |
| Admin fee / account holder | $5,890 | $5,958-1.2% | $10,261-42.6% | $5,124+14.9% |