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 | $93,954 | $57,057+64.7% | $85,009+10.5% | $80,874+16.2% |
| Participation rate | 62.9% | 56.4%+6.5pp | 67.5%-4.6pp | 67.6%-4.7pp |
| Annual return | 19.94% | 21.66%-1.7pp | 66.47%-46.5pp | 35.62%-15.7pp |
| Employer contribution / active EE | $2,277 | $1,799+26.6% | $2,728-16.5% | $2,756-17.4% |
| Participant deferral / active EE | $4,131 | $3,112+32.7% | $4,522-8.6% | $4,297-3.9% |
| Admin fee / account holder | $854 | $4,986-82.9% | $6,153-86.1% | $6,935-87.7% |