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 | $114,824 | $99,877+15.0% | $84,966+35.1% | $145,922-21.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 22.13% | 83.76%-61.6pp | 66.38%-44.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,161 | $3,231-33.1% | $2,727-20.7% | $4,660-53.6% |
| Participant deferral / active EE | $5,176 | $5,291-2.2% | $4,519+14.5% | $6,688-22.6% |
| Admin fee / account holder | $3,383 | $7,248-53.3% | $6,149-45.0% | $13,397-74.7% |