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 6-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 | $91,744 | $71,050+29.1% | $93,606-2.0% | $80,856+13.5% |
| Participation rate | 69.6% | 60.4%+9.2pp | 68.7%+0.8pp | 67.6%+1.9pp |
| Annual return | 17.37% | 11.26%+6.1pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,211 | $1,564+41.4% | $2,420-8.6% | $2,755-19.7% |
| Participant deferral / active EE | $5,577 | $4,034+38.3% | $4,411+26.4% | $4,296+29.8% |
| Admin fee / account holder | $1,118 | $6,945-83.9% | $8,285-86.5% | $6,918-83.8% |