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 | $78,117 | $52,279+49.4% | $89,391-12.6% | $79,858-2.2% |
| Participation rate | 69.2% | 57.5%+11.7pp | 68.0%+1.3pp | 69.6%-0.4pp |
| Annual return | 21.23% | 22.16%-0.9pp | 245.62%-224.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $966 | $1,572-38.5% | $2,586-62.6% | $2,471-60.9% |
| Participant deferral / active EE | $5,653 | $2,740+106.3% | $3,890+45.3% | $3,740+51.1% |
| Admin fee / account holder | $3,784 | $3,356+12.7% | $4,881-22.5% | $5,306-28.7% |