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 5-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 | $123,296 | $100,773+22.4% | $88,946+38.6% | $142,382-13.4% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 18.49% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,074 | $2,918+5.4% | $2,555+20.3% | $4,299-28.5% |
| Participant deferral / active EE | $6,120 | $5,230+17.0% | $4,581+33.6% | $6,507-6.0% |
| Admin fee / account holder | $1,223 | $9,693-87.4% | $8,261-85.2% | $12,624-90.3% |