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 | $139,791 | $60,892+129.6% | $82,389+69.7% | $84,808+64.8% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 14.10% | 37.29%-23.2pp | 28.67%-14.6pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,019 | $1,779+13.5% | $2,517-19.8% | $2,631-23.3% |
| Participant deferral / active EE | $4,825 | $3,179+51.8% | $4,155+16.1% | $4,212+14.6% |
| Admin fee / account holder | $1,070 | $5,467-80.4% | $7,231-85.2% | $7,344-85.4% |