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 | $160,609 | $77,899+106.2% | $149,673+7.3% | $75,163+113.7% |
| Participation rate | 63.1% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.1pp |
| Annual return | 19.55% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $9,277 | $3,137+195.7% | $4,818+92.6% | $2,670+247.5% |
| Participant deferral / active EE | $4,977 | $3,411+45.9% | $5,680-12.4% | $4,125+20.7% |
| Admin fee / account holder | $4,490 | $5,956-24.6% | $13,210-66.0% | $5,651-20.5% |