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 | $71,284 | $54,558+30.7% | $76,002-6.2% | $74,546-4.4% |
| Participation rate | 57.9% | 60.3%-2.5pp | 69.1%-11.2pp | 67.2%-9.4pp |
| Annual return | 15.76% | 31.83%-16.1pp | 360.07%-344.3pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,283 | $1,778+28.4% | $2,688-15.1% | $2,624-13.0% |
| Participant deferral / active EE | $4,486 | $3,065+46.4% | $4,257+5.4% | $4,347+3.2% |
| Admin fee / account holder | $4,068 | $2,232+82.2% | $6,414-36.6% | $1,944+109.3% |