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 6-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 | $114,325 | $71,050+60.9% | $93,606+22.1% | $80,856+41.4% |
| Participation rate | 51.1% | 60.4%-9.3pp | 68.7%-17.6pp | 67.6%-16.5pp |
| Annual return | 13.87% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,208 | $1,564-22.8% | $2,420-50.1% | $2,755-56.2% |
| Participant deferral / active EE | $3,563 | $4,034-11.7% | $4,411-19.2% | $4,296-17.1% |
| Admin fee / account holder | $2,551 | $6,945-63.3% | $8,285-69.2% | $6,918-63.1% |