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 | $69,364 | $54,705+26.8% | $71,209-2.6% | $84,808-18.2% |
| Participation rate | 69.0% | 64.1%+4.9pp | 73.8%-4.8pp | 68.3%+0.7pp |
| Annual return | 21.56% | 35.90%-14.3pp | 282.51%-261.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,048 | $2,158+41.2% | $2,721+12.0% | $2,631+15.8% |
| Participant deferral / active EE | $2,960 | $3,030-2.3% | $4,175-29.1% | $4,212-29.7% |
| Admin fee / account holder | $4,114 | $4,863-15.4% | $5,349-23.1% | $7,344-44.0% |