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 8-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 | $107,114 | $94,625+13.2% | $116,228-7.8% | $84,808+26.3% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.6%-10.0pp | 68.3%-3.8pp |
| Annual return | 17.89% | 20.40%-2.5pp | 90.06%-72.2pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,553 | $2,347+8.8% | $2,994-14.7% | $2,631-3.0% |
| Participant deferral / active EE | $7,280 | $3,972+83.3% | $4,953+47.0% | $4,212+72.9% |
| Admin fee / account holder | $1,962 | $10,091-80.6% | $11,989-83.6% | $7,344-73.3% |