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 3-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 | $61,930 | $117,983-47.5% | $101,794-39.2% | $142,382-56.5% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.2%-4.2pp | 80.1%-15.1pp |
| Annual return | 21.09% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,445 | $2,773+24.2% | $2,289+50.5% | $4,299-19.9% |
| Participant deferral / active EE | $9,486 | $4,714+101.2% | $4,084+132.3% | $6,507+45.8% |
| Admin fee / account holder | $671 | $10,433-93.6% | $8,777-92.3% | $12,624-94.7% |