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 | $60,329 | $48,795+23.6% | $65,493-7.9% | $84,808-28.9% |
| Participation rate | 68.8% | 67.0%+1.8pp | 73.1%-4.3pp | 68.3%+0.4pp |
| Annual return | 17.15% | 20.20%-3.0pp | 982.45%-965.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,059 | $1,930+162.2% | $2,574+96.5% | $2,631+92.3% |
| Participant deferral / active EE | $8,539 | $2,928+191.6% | $3,961+115.6% | $4,212+102.8% |
| Admin fee / account holder | $3,386 | $3,877-12.7% | $5,028-32.7% | $7,344-53.9% |