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 | $50,089 | $89,753-44.2% | $107,525-53.4% | $84,808-40.9% |
| Participation rate | 63.0% | 68.1%-5.1pp | 75.1%-12.1pp | 68.3%-5.3pp |
| Annual return | 18.64% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,234 | $3,113-28.2% | $3,754-40.5% | $2,631-15.1% |
| Participant deferral / active EE | $5,496 | $4,056+35.5% | $5,116+7.4% | $4,212+30.5% |
| Admin fee / account holder | $8,244 | $7,222+14.1% | $8,919-7.6% | $7,344+12.3% |