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 5-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 | $104,233 | $78,926+32.1% | $136,749-23.8% | $84,808+22.9% |
| Participation rate | 55.0% | 62.2%-7.2pp | 72.1%-17.1pp | 68.3%-13.3pp |
| Annual return | 14.77% | 18.17%-3.4pp | 24.33%-9.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,738 | $2,134-18.6% | $3,400-48.9% | $2,631-33.9% |
| Participant deferral / active EE | $3,769 | $3,168+19.0% | $4,692-19.7% | $4,212-10.5% |
| Admin fee / account holder | $7,029 | $6,369+10.4% | $11,386-38.3% | $7,344-4.3% |