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 | $67,540 | $73,933-8.6% | $96,683-30.1% | $75,163-10.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 13.99% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,401 | $2,928+16.1% | $3,737-9.0% | $2,670+27.4% |
| Participant deferral / active EE | $1,545 | $3,659-57.8% | $4,878-68.3% | $4,125-62.5% |
| Admin fee / account holder | $7,348 | $5,216+40.9% | $6,730+9.2% | $5,651+30.0% |