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 | $100,223 | $81,248+23.4% | $155,509-35.6% | $80,856+24.0% |
| Participation rate | 44.7% | 66.2%-21.5pp | 78.2%-33.5pp | 67.6%-23.0pp |
| Annual return | 16.62% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,809 | $3,100-9.4% | $4,672-39.9% | $2,755+2.0% |
| Participant deferral / active EE | $5,981 | $3,452+73.3% | $5,626+6.3% | $4,296+39.2% |
| Admin fee / account holder | $6,696 | $7,997-16.3% | $15,912-57.9% | $6,918-3.2% |