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 | $61,624 | $80,673-23.6% | $101,326-39.2% | $84,808-27.3% |
| Participation rate | 63.2% | 77.8%-14.6pp | 81.5%-18.3pp | 68.3%-5.2pp |
| Annual return | 20.77% | 38.95%-18.2pp | 36.82%-16.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $7,754 | $2,698+187.4% | $3,665+111.6% | $2,631+194.7% |
| Participant deferral / active EE | $12,481 | $6,840+82.5% | $7,994+56.1% | $4,212+196.3% |
| Admin fee / account holder | $6,286 | $12,784-50.8% | $11,185-43.8% | $7,344-14.4% |