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 | $79,647 | $76,407+4.2% | $150,298-47.0% | $82,448-3.4% |
| Participation rate | 65.5% | 66.4%-0.9pp | 77.8%-12.2pp | 68.1%-2.6pp |
| Annual return | 26.76% | 39.99%-13.2pp | 62.79%-36.0pp | 41.64%-14.9pp |
| Employer contribution / active EE | $3,712 | $2,614+42.0% | $4,154-10.7% | $2,551+45.5% |
| Participant deferral / active EE | $8,367 | $3,214+160.3% | $5,453+53.5% | $4,139+102.1% |
| Admin fee / account holder | $483 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |