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 4-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 | $76,790 | $60,892+26.1% | $82,389-6.8% | $84,808-9.5% |
| Participation rate | 62.1% | 63.3%-1.2pp | 69.5%-7.5pp | 68.3%-6.2pp |
| Annual return | 18.14% | 37.29%-19.2pp | 28.67%-10.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,795 | $1,779+57.1% | $2,517+11.0% | $2,631+6.2% |
| Participant deferral / active EE | $6,844 | $3,179+115.3% | $4,155+64.7% | $4,212+62.5% |
| Admin fee / account holder | $9,747 | $5,467+78.3% | $7,231+34.8% | $7,344+32.7% |