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 | $125,741 | $87,013+44.5% | $106,213+18.4% | $80,856+55.5% |
| Participation rate | 68.0% | 70.4%-2.4pp | 75.3%-7.3pp | 67.6%+0.4pp |
| Annual return | 13.75% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,525 | $2,395+88.9% | $3,171+42.7% | $2,755+64.3% |
| Participant deferral / active EE | $6,634 | $3,986+66.4% | $5,016+32.3% | $4,296+54.4% |
| Admin fee / account holder | $18,109 | $8,431+114.8% | $11,033+64.1% | $6,918+161.8% |