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 | $107,404 | $73,933+45.3% | $96,683+11.1% | $75,163+42.9% |
| Participation rate | 64.4% | 66.4%-2.0pp | 74.3%-9.9pp | 67.2%-2.8pp |
| Annual return | 23.71% | 26.70%-3.0pp | 35.69%-12.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $5,040 | $2,928+72.1% | $3,737+34.9% | $2,670+88.8% |
| Participant deferral / active EE | $8,862 | $3,659+142.2% | $4,878+81.7% | $4,125+114.8% |
| Admin fee / account holder | $5,193 | $5,216-0.4% | $6,730-22.8% | $5,651-8.1% |