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 | $137,951 | $101,724+35.6% | $164,813-16.3% | $80,856+70.6% |
| Participation rate | 62.3% | 71.8%-9.5pp | 78.6%-16.3pp | 67.6%-5.3pp |
| Annual return | 15.58% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,106 | $2,953-28.7% | $4,341-51.5% | $2,755-23.5% |
| Participant deferral / active EE | $4,808 | $4,477+7.4% | $6,031-20.3% | $4,296+11.9% |
| Admin fee / account holder | $17,990 | $8,227+118.7% | $12,690+41.8% | $6,918+160.0% |