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 7-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 | $87,019 | $57,016+52.6% | $84,966+2.4% | $80,856+7.6% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 13.59% | 21.66%-8.1pp | 66.38%-52.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,886 | $1,798+4.9% | $2,727-30.9% | $2,755-31.6% |
| Participant deferral / active EE | $4,690 | $3,110+50.8% | $4,519+3.8% | $4,296+9.2% |
| Admin fee / account holder | $11,667 | $4,980+134.3% | $6,149+89.7% | $6,918+68.6% |