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 | $119,977 | $101,724+17.9% | $164,813-27.2% | $80,856+48.4% |
| Participation rate | 65.6% | 71.8%-6.2pp | 78.6%-13.0pp | 67.6%-2.0pp |
| Annual return | 14.47% | 16.72%-2.2pp | 69.93%-55.5pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,687 | $2,953-9.0% | $4,341-38.1% | $2,755-2.5% |
| Participant deferral / active EE | $6,438 | $4,477+43.8% | $6,031+6.7% | $4,296+49.9% |
| Admin fee / account holder | $593 | $8,227-92.8% | $12,690-95.3% | $6,918-91.4% |