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 9-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 | $120,325 | $95,803+25.6% | $113,168+6.3% | $84,808+41.9% |
| Participation rate | 65.9% | 72.9%-7.0pp | 76.6%-10.7pp | 68.3%-2.4pp |
| Annual return | 23.78% | 25.00%-1.2pp | 24.27%-0.5pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,116 | $2,360-52.7% | $2,975-62.5% | $2,631-57.6% |
| Participant deferral / active EE | $6,024 | $4,242+42.0% | $5,107+18.0% | $4,212+43.0% |
| Admin fee / account holder | $8,628 | $8,989-4.0% | $12,068-28.5% | $7,344+17.5% |