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 | $60,444 | $56,053+7.8% | $75,972-20.4% | $80,856-25.2% |
| Participation rate | 64.3% | 62.0%+2.3pp | 69.1%-4.8pp | 67.6%-3.4pp |
| Annual return | 11.65% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,290 | $1,874+22.2% | $2,685-14.7% | $2,755-16.9% |
| Participant deferral / active EE | $5,966 | $3,052+95.5% | $4,255+40.2% | $4,296+38.9% |
| Admin fee / account holder | $7,073 | $5,234+35.1% | $6,467+9.4% | $6,918+2.2% |