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 | $84,337 | $107,334-21.4% | $92,893-9.2% | $152,861-44.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 15.11% | 145.58%-130.5pp | 109.41%-94.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $4,103 | $4,221-2.8% | $3,653+12.3% | $4,762-13.8% |
| Participant deferral / active EE | $7,552 | $4,845+55.9% | $4,236+78.3% | $5,850+29.1% |
| Admin fee / account holder | $6,139 | $7,079-13.3% | $5,794+6.0% | $11,596-47.1% |