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 6-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 | $109,021 | $66,098+64.9% | $101,794+7.1% | $74,304+46.7% |
| Participation rate | 58.7% | 53.8%+5.0pp | 69.2%-10.5pp | 60.3%-1.6pp |
| Annual return | 14.92% | 19.59%-4.7pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $845 | $1,082-21.9% | $2,289-63.1% | $2,241-62.3% |
| Participant deferral / active EE | $2,063 | $2,781-25.8% | $4,084-49.5% | $3,767-45.2% |
| Admin fee / account holder | $2,673 | $4,146-35.5% | $8,777-69.5% | $2,969-10.0% |