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 | $85,945 | $73,787+16.5% | $98,716-12.9% | $82,448+4.2% |
| Participation rate | 66.1% | 61.4%+4.7pp | 69.3%-3.2pp | 68.1%-2.0pp |
| Annual return | 74.97% | 18.57%+56.4pp | 31.81%+43.2pp | 41.64%+33.3pp |
| Employer contribution / active EE | $1,965 | $1,511+30.1% | $2,279-13.7% | $2,551-23.0% |
| Participant deferral / active EE | $4,067 | $3,081+32.0% | $4,048+0.5% | $4,139-1.7% |
| Admin fee / account holder | $1,787 | $6,500-72.5% | $8,703-79.5% | $7,234-75.3% |