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 | $47,479+27.1% | $62,929-4.1% | $82,448-26.8% |
| Participation rate | 68.8% | 66.9%+1.9pp | 73.1%-4.4pp | 68.1%+0.7pp |
| Annual return | 17.15% | 20.34%-3.2pp | 1063.93%-1046.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,059 | $1,885+168.3% | $2,505+102.0% | $2,551+98.3% |
| Participant deferral / active EE | $8,539 | $2,870+197.5% | $3,888+119.6% | $4,139+106.3% |
| Admin fee / account holder | $3,386 | $3,804-11.0% | $5,065-33.1% | $7,234-53.2% |