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 9-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 | $106,854 | $52,279+104.4% | $89,391+19.5% | $79,858+33.8% |
| Participation rate | 64.0% | 57.5%+6.5pp | 68.0%-4.0pp | 69.6%-5.6pp |
| Annual return | 25.53% | 22.16%+3.4pp | 245.62%-220.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,674 | $1,572+6.5% | $2,586-35.3% | $2,471-32.3% |
| Participant deferral / active EE | $1,867 | $2,740-31.9% | $3,890-52.0% | $3,740-50.1% |
| Admin fee / account holder | $4,704 | $3,356+40.1% | $4,881-3.6% | $5,306-11.4% |