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 | $78,520-21.5% | $96,576-36.2% | $82,448-25.3% |
| Participation rate | 63.2% | 77.7%-14.6pp | 81.4%-18.3pp | 68.1%-4.9pp |
| Annual return | 20.77% | 41.30%-20.5pp | 38.47%-17.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,754 | $2,630+194.9% | $3,553+118.2% | $2,551+204.0% |
| Participant deferral / active EE | $12,481 | $6,754+84.8% | $7,956+56.9% | $4,139+201.5% |
| Admin fee / account holder | $6,286 | $13,455-53.3% | $11,381-44.8% | $7,234-13.1% |