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 6-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 | $64,150 | $89,753-28.5% | $107,525-40.3% | $84,808-24.4% |
| Participation rate | 64.9% | 68.1%-3.2pp | 75.1%-10.2pp | 68.3%-3.4pp |
| Annual return | 14.90% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,547 | $3,113-18.2% | $3,754-32.2% | $2,631-3.2% |
| Participant deferral / active EE | $4,221 | $4,056+4.1% | $5,116-17.5% | $4,212+0.2% |
| Admin fee / account holder | $1,607 | $7,222-77.8% | $8,919-82.0% | $7,344-78.1% |