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 | $83,104 | $103,966-20.1% | $112,887-26.4% | $75,163+10.6% |
| Participation rate | 60.0% | 75.7%-15.7pp | 80.5%-20.5pp | 67.2%-7.2pp |
| Annual return | 20.31% | 24.54%-4.2pp | 34.10%-13.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $6,789 | $3,870+75.4% | $4,563+48.8% | $2,670+154.3% |
| Participant deferral / active EE | $10,199 | $5,456+87.0% | $6,513+56.6% | $4,125+147.3% |
| Admin fee / account holder | $10,354 | $7,663+35.1% | $7,047+46.9% | $5,651+83.2% |