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 | $73,643 | $48,364+52.3% | $71,796+2.6% | $62,891+17.1% |
| Participation rate | 56.5% | 60.6%-4.1pp | 69.1%-12.6pp | 69.3%-12.8pp |
| Annual return | 7.62% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,903 | $1,042+82.7% | $1,924-1.1% | $2,281-16.6% |
| Participant deferral / active EE | $3,669 | $2,091+75.4% | $2,794+31.3% | $3,203+14.6% |
| Admin fee / account holder | $8,119 | $3,771+115.3% | $4,815+68.6% | $4,296+89.0% |