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 | $63,184 | $54,705+15.5% | $71,209-11.3% | $84,808-25.5% |
| Participation rate | 68.3% | 64.1%+4.2pp | 73.8%-5.5pp | 68.3%-0.1pp |
| Annual return | 17.93% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,211 | $2,158+95.1% | $2,721+54.7% | $2,631+60.0% |
| Participant deferral / active EE | $2,389 | $3,030-21.2% | $4,175-42.8% | $4,212-43.3% |
| Admin fee / account holder | $867 | $4,863-82.2% | $5,349-83.8% | $7,344-88.2% |