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 | $82,115 | $65,395+25.6% | $182,532-55.0% | $72,985+12.5% |
| Participation rate | 69.6% | 65.4%+4.1pp | 78.0%-8.4pp | 69.5%+0.1pp |
| Annual return | 19.29% | 27.68%-8.4pp | 148.54%-129.2pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,406 | $1,911+78.2% | $4,076-16.4% | $2,440+39.6% |
| Participant deferral / active EE | $7,428 | $3,563+108.5% | $5,524+34.5% | $3,607+105.9% |
| Admin fee / account holder | $1,313 | $4,245-69.1% | $8,592-84.7% | $5,124-74.4% |