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 9-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 | $103,452 | $65,365+58.3% | $92,893+11.4% | $72,985+41.7% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.5pp |
| Annual return | 23.25% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $700 | $2,594-73.0% | $3,653-80.8% | $2,440-71.3% |
| Participant deferral / active EE | $7,124 | $3,128+127.7% | $4,236+68.2% | $3,607+97.5% |
| Admin fee / account holder | $5,489 | $4,251+29.1% | $5,794-5.3% | $5,124+7.1% |