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 | $83,423 | $59,097+41.2% | $82,389+1.3% | $74,304+12.3% |
| Participation rate | 62.1% | 52.8%+9.4pp | 69.5%-7.4pp | 60.3%+1.8pp |
| Annual return | 18.54% | 22.85%-4.3pp | 28.67%-10.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,186 | $1,601-25.9% | $2,517-52.9% | $2,241-47.1% |
| Participant deferral / active EE | $5,457 | $2,775+96.6% | $4,155+31.4% | $3,767+44.9% |
| Admin fee / account holder | $3,732 | $4,489-16.9% | $7,231-48.4% | $2,969+25.7% |