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 | $122,816 | $89,753+36.8% | $107,525+14.2% | $84,808+44.8% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 24.44% | 29.48%-5.0pp | 181.32%-156.9pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,988 | $3,113-4.0% | $3,754-20.4% | $2,631+13.6% |
| Participant deferral / active EE | $6,886 | $4,056+69.8% | $5,116+34.6% | $4,212+63.5% |
| Admin fee / account holder | $11,293 | $7,222+56.4% | $8,919+26.6% | $7,344+53.8% |