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 | $116,282 | $65,041+78.8% | $90,951+27.9% | $79,858+45.6% |
| Participation rate | 63.0% | 61.6%+1.4pp | 69.0%-6.0pp | 69.6%-6.6pp |
| Annual return | 25.83% | 30.45%-4.6pp | 134.60%-108.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,170 | $1,247+74.0% | $2,122+2.2% | $2,471-12.2% |
| Participant deferral / active EE | $4,168 | $2,512+65.9% | $3,373+23.6% | $3,740+11.5% |
| Admin fee / account holder | $4,183 | $4,536-7.8% | $5,959-29.8% | $5,306-21.2% |