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 7-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 | $135,111 | $105,181+28.5% | $159,436-15.3% | $85,850+57.4% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.8%-24.5pp | 69.3%-11.0pp |
| Annual return | 13.96% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,191 | $3,318+26.3% | $4,829-13.2% | $2,565+63.4% |
| Participant deferral / active EE | $6,718 | $5,945+13.0% | $7,352-8.6% | $3,952+70.0% |
| Admin fee / account holder | $8,607 | $6,933+24.1% | $10,799-20.3% | $6,260+37.5% |