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 6-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 | $123,676 | $95,416+29.6% | $185,823-33.4% | $85,850+44.1% |
| Participation rate | 66.2% | 68.8%-2.6pp | 81.7%-15.5pp | 69.3%-3.2pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,374 | $3,314+1.8% | $5,167-34.7% | $2,565+31.5% |
| Participant deferral / active EE | $5,379 | $3,423+57.1% | $5,568-3.4% | $3,952+36.1% |
| Admin fee / account holder | $6,424 | $7,213-10.9% | $16,237-60.4% | $6,260+2.6% |