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 9-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 | $118,159 | $89,753+31.6% | $107,525+9.9% | $84,808+39.3% |
| Participation rate | 66.0% | 68.1%-2.1pp | 75.1%-9.1pp | 68.3%-2.4pp |
| Annual return | 14.85% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,532 | $3,113-18.7% | $3,754-32.5% | $2,631-3.8% |
| Participant deferral / active EE | $6,908 | $4,056+70.3% | $5,116+35.0% | $4,212+64.0% |
| Admin fee / account holder | $3,391 | $7,222-53.0% | $8,919-62.0% | $7,344-53.8% |