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 | $53,354 | $59,839-10.8% | $81,983-34.9% | $79,858-33.2% |
| Participation rate | 63.4% | 61.6%+1.8pp | 69.2%-5.8pp | 69.6%-6.2pp |
| Annual return | 20.19% | 17.56%+2.6pp | 41.31%-21.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,210 | $1,713+29.0% | $2,498-11.5% | $2,471-10.6% |
| Participant deferral / active EE | $4,939 | $2,695+83.3% | $3,722+32.7% | $3,740+32.1% |
| Admin fee / account holder | $2,200 | $4,287-48.7% | $5,664-61.2% | $5,306-58.5% |