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 | $151,040 | $87,013+73.6% | $106,213+42.2% | $80,856+86.8% |
| Participation rate | 58.2% | 70.4%-12.3pp | 75.3%-17.1pp | 67.6%-9.5pp |
| Annual return | 58.51% | 17.05%+41.5pp | 116.14%-57.6pp | 35.59%+22.9pp |
| Employer contribution / active EE | $2,447 | $2,395+2.2% | $3,171-22.8% | $2,755-11.2% |
| Participant deferral / active EE | $5,381 | $3,986+35.0% | $5,016+7.3% | $4,296+25.3% |
| Admin fee / account holder | $3,528 | $8,431-58.2% | $11,033-68.0% | $6,918-49.0% |