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 6-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 | $72,643 | $68,346+6.3% | $94,646-23.2% | $75,163-3.4% |
| Participation rate | 67.9% | 76.1%-8.2pp | 80.8%-13.0pp | 67.2%+0.7pp |
| Annual return | 19.02% | 616.93%-597.9pp | 156.71%-137.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,693 | $2,701+73.8% | $3,672+27.8% | $2,670+75.8% |
| Participant deferral / active EE | $10,489 | $6,537+60.4% | $7,418+41.4% | $4,125+154.3% |
| Admin fee / account holder | $7,490 | $5,326+40.6% | $7,231+3.6% | $5,651+32.5% |