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 | $108,703 | $81,248+33.8% | $155,509-30.1% | $80,856+34.4% |
| Participation rate | 69.6% | 66.2%+3.3pp | 78.2%-8.6pp | 67.6%+1.9pp |
| Annual return | 19.88% | 33.31%-13.4pp | 64.67%-44.8pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,822 | $3,100-9.0% | $4,672-39.6% | $2,755+2.5% |
| Participant deferral / active EE | $6,953 | $3,452+101.4% | $5,626+23.6% | $4,296+61.9% |
| Admin fee / account holder | $391 | $7,997-95.1% | $15,912-97.5% | $6,918-94.3% |