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 | $122,274 | $95,803+27.6% | $113,168+8.0% | $84,808+44.2% |
| Participation rate | 53.1% | 72.9%-19.7pp | 76.6%-23.4pp | 68.3%-15.2pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,395 | $2,360-40.9% | $2,975-53.1% | $2,631-47.0% |
| Participant deferral / active EE | $4,481 | $4,242+5.6% | $5,107-12.3% | $4,212+6.4% |
| Admin fee / account holder | $1,116 | $8,989-87.6% | $12,068-90.7% | $7,344-84.8% |