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 9-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 | $66,146 | $61,605+7.4% | $112,229-41.1% | $75,163-12.0% |
| Participation rate | 68.8% | 61.7%+7.1pp | 72.4%-3.7pp | 67.2%+1.6pp |
| Annual return | 13.78% | 28.47%-14.7pp | 30.20%-16.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,769 | $2,015+37.4% | $3,430-19.3% | $2,670+3.7% |
| Participant deferral / active EE | $6,357 | $3,108+104.5% | $4,798+32.5% | $4,125+54.1% |
| Admin fee / account holder | $10,324 | $4,862+112.3% | $7,748+33.2% | $5,651+82.7% |