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 | $57,016+64.8% | $84,966+10.6% | $80,856+16.2% |
| Participation rate | 62.9% | 56.3%+6.6pp | 67.5%-4.6pp | 67.6%-4.7pp |
| Annual return | 19.94% | 21.66%-1.7pp | 66.38%-46.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,277 | $1,798+26.7% | $2,727-16.5% | $2,755-17.3% |
| Participant deferral / active EE | $4,131 | $3,110+32.8% | $4,519-8.6% | $4,296-3.8% |
| Admin fee / account holder | $854 | $4,980-82.9% | $6,149-86.1% | $6,918-87.7% |