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 8-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 | $56,064 | $48,046+16.7% | $84,611-33.7% | $72,985-23.2% |
| Participation rate | 65.1% | 57.6%+7.5pp | 68.2%-3.2pp | 69.5%-4.4pp |
| Annual return | 21.00% | 37.38%-16.4pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,222 | $1,602-23.7% | $2,652-53.9% | $2,440-49.9% |
| Participant deferral / active EE | $3,116 | $2,680+16.3% | $3,899-20.1% | $3,607-13.6% |
| Admin fee / account holder | $601 | $3,395-82.3% | $4,912-87.8% | $5,124-88.3% |