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 | $123,053 | $88,634+38.8% | $101,326+21.4% | $74,304+65.6% |
| Participation rate | 64.5% | 76.9%-12.4pp | 81.5%-17.0pp | 60.3%+4.1pp |
| Annual return | 39.99% | 33.10%+6.9pp | 36.82%+3.2pp | 29.43%+10.6pp |
| Employer contribution / active EE | $2,962 | $2,930+1.1% | $3,665-19.2% | $2,241+32.1% |
| Participant deferral / active EE | $8,134 | $7,322+11.1% | $7,994+1.8% | $3,767+115.9% |
| Admin fee / account holder | $11,537 | $2,425+375.7% | $11,185+3.1% | $2,969+288.6% |