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 | $125,668 | $96,128+30.7% | $136,007-7.6% | $80,856+55.4% |
| Participation rate | 63.3% | 71.2%-8.0pp | 76.5%-13.2pp | 67.6%-4.4pp |
| Annual return | 12.74% | 28.71%-16.0pp | 579.32%-566.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,737 | $3,351-18.3% | $4,217-35.1% | $2,755-0.7% |
| Participant deferral / active EE | $6,099 | $5,709+6.8% | $7,025-13.2% | $4,296+42.0% |
| Admin fee / account holder | $23,058 | $8,236+180.0% | $6,858+236.2% | $6,918+233.3% |