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 | $90,737 | $72,012+26.0% | $185,823-51.2% | $79,858+13.6% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 21.50% | 23.12%-1.6pp | 35.95%-14.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $4,240 | $1,965+115.8% | $4,087+3.7% | $2,471+71.6% |
| Participant deferral / active EE | $4,773 | $3,779+26.3% | $5,632-15.2% | $3,740+27.6% |
| Admin fee / account holder | $9,801 | $4,513+117.2% | $9,500+3.2% | $5,306+84.7% |