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 | $116,010 | $80,968+43.3% | $96,544+20.2% | $75,163+54.3% |
| Participation rate | 62.9% | 71.8%-8.9pp | 76.0%-13.1pp | 67.2%-4.3pp |
| Annual return | 13.76% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,754 | $2,282-23.1% | $2,965-40.9% | $2,670-34.3% |
| Participant deferral / active EE | $4,828 | $3,928+22.9% | $4,851-0.5% | $4,125+17.0% |
| Admin fee / account holder | $3,010 | $6,724-55.2% | $8,252-63.5% | $5,651-46.7% |