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 | $102,422 | $94,625+8.2% | $116,228-11.9% | $84,808+20.8% |
| Participation rate | 63.1% | 70.4%-7.4pp | 74.6%-11.5pp | 68.3%-5.2pp |
| Annual return | 13.14% | 20.40%-7.3pp | 90.06%-76.9pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,777 | $2,347+18.4% | $2,994-7.3% | $2,631+5.6% |
| Participant deferral / active EE | $4,961 | $3,972+24.9% | $4,953+0.1% | $4,212+17.8% |
| Admin fee / account holder | $13,554 | $10,091+34.3% | $11,989+13.1% | $7,344+84.6% |