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 | $67,535 | $78,672-14.2% | $109,143-38.1% | $85,850-21.3% |
| Participation rate | 68.6% | 68.3%+0.4pp | 75.9%-7.2pp | 69.3%-0.7pp |
| Annual return | 35.18% | 25.09%+10.1pp | 25.75%+9.4pp | 318.53%-283.4pp |
| Employer contribution / active EE | $3,323 | $2,735+21.5% | $3,722-10.7% | $2,565+29.5% |
| Participant deferral / active EE | $6,553 | $3,467+89.0% | $4,653+40.8% | $3,952+65.8% |
| Admin fee / account holder | $1,148 | $5,469-79.0% | $6,752-83.0% | $6,260-81.7% |