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 | $80,902 | $54,705+47.9% | $71,209+13.6% | $84,808-4.6% |
| Participation rate | 58.9% | 64.1%-5.2pp | 73.8%-14.9pp | 68.3%-9.4pp |
| Annual return | 15.55% | 35.90%-20.3pp | 282.51%-267.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,019 | $2,158-6.5% | $2,721-25.8% | $2,631-23.3% |
| Participant deferral / active EE | $3,878 | $3,030+28.0% | $4,175-7.1% | $4,212-7.9% |
| Admin fee / account holder | $4,748 | $4,863-2.4% | $5,349-11.2% | $7,344-35.3% |