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 | $207,877 | $81,460+155.2% | $103,333+101.2% | $80,856+157.1% |
| Participation rate | 65.2% | 66.8%-1.6pp | 74.5%-9.3pp | 67.6%-2.4pp |
| Annual return | 16.56% | 25.55%-9.0pp | 24.88%-8.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,120 | $3,105-31.7% | $3,868-45.2% | $2,755-23.0% |
| Participant deferral / active EE | $5,720 | $3,869+47.8% | $5,057+13.1% | $4,296+33.1% |
| Admin fee / account holder | $14,935 | $6,566+127.4% | $8,355+78.8% | $6,918+115.9% |