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 | $92,062 | $89,698+2.6% | $103,476-11.0% | $80,856+13.9% |
| Participation rate | 39.1% | 76.0%-36.9pp | 80.5%-41.4pp | 67.6%-28.6pp |
| Annual return | 20.59% | 22.78%-2.2pp | 23.90%-3.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,243 | $4,018-69.1% | $4,672-73.4% | $2,755-54.9% |
| Participant deferral / active EE | $3,333 | $5,456-38.9% | $6,623-49.7% | $4,296-22.4% |
| Admin fee / account holder | $3,114 | $6,768-54.0% | $9,413-66.9% | $6,918-55.0% |