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 | $130,392 | $101,763+28.1% | $164,866-20.9% | $80,874+61.2% |
| Participation rate | 61.8% | 71.8%-10.0pp | 78.6%-16.8pp | 67.6%-5.8pp |
| Annual return | 16.30% | 16.73%-0.4pp | 69.97%-53.7pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,735 | $2,954-7.4% | $4,343-37.0% | $2,756-0.7% |
| Participant deferral / active EE | $7,318 | $4,477+63.5% | $6,033+21.3% | $4,297+70.3% |
| Admin fee / account holder | $11,339 | $8,228+37.8% | $12,689-10.6% | $6,935+63.5% |