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 | $99,509 | $71,050+40.1% | $93,606+6.3% | $80,856+23.1% |
| Participation rate | 67.7% | 60.4%+7.3pp | 68.7%-1.0pp | 67.6%+0.1pp |
| Annual return | 11.97% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,192 | $1,564+40.2% | $2,420-9.4% | $2,755-20.4% |
| Participant deferral / active EE | $5,071 | $4,034+25.7% | $4,411+14.9% | $4,296+18.0% |
| Admin fee / account holder | $5,515 | $6,945-20.6% | $8,285-33.4% | $6,918-20.3% |