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 | $116,310 | $109,881+5.9% | $150,045-22.5% | $84,808+37.1% |
| Participation rate | 54.8% | 76.1%-21.2pp | 82.3%-27.5pp | 68.3%-13.5pp |
| Annual return | 22.90% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $2,603 | $3,561-26.9% | $4,693-44.5% | $2,631-1.1% |
| Participant deferral / active EE | $6,438 | $6,636-3.0% | $7,997-19.5% | $4,212+52.9% |
| Admin fee / account holder | $1,935 | $8,568-77.4% | $13,435-85.6% | $7,344-73.7% |