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 3-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 | $97,600 | $89,753+8.7% | $107,525-9.2% | $84,808+15.1% |
| Participation rate | 69.2% | 68.1%+1.2pp | 75.1%-5.8pp | 68.3%+0.9pp |
| Annual return | 25.76% | 29.48%-3.7pp | 181.32%-155.6pp | 40.90%-15.1pp |
| Employer contribution / active EE | $3,645 | $3,113+17.1% | $3,754-2.9% | $2,631+38.6% |
| Participant deferral / active EE | $7,184 | $4,056+77.1% | $5,116+40.4% | $4,212+70.6% |
| Admin fee / account holder | $15,438 | $7,222+113.8% | $8,919+73.1% | $7,344+110.2% |