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 | $65,246+67.1% | $98,716+10.4% | $67,986+60.4% |
| Participation rate | 58.7% | 51.4%+7.3pp | 69.3%-10.6pp | 57.2%+1.5pp |
| Annual return | 14.92% | 20.58%-5.7pp | 31.81%-16.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $845 | $1,042-18.9% | $2,279-62.9% | $2,019-58.1% |
| Participant deferral / active EE | $2,063 | $2,594-20.5% | $4,048-49.0% | $3,358-38.6% |
| Admin fee / account holder | $2,673 | $4,561-41.4% | $8,703-69.3% | $3,203-16.6% |