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 | $121,059 | $109,413+10.6% | $156,263-22.5% | $84,808+42.7% |
| Participation rate | 61.9% | 72.7%-10.8pp | 78.9%-17.0pp | 68.3%-6.4pp |
| Annual return | 16.04% | 20.18%-4.1pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,606 | $2,907-10.4% | $4,333-39.9% | $2,631-1.0% |
| Participant deferral / active EE | $5,431 | $4,590+18.3% | $6,158-11.8% | $4,212+28.9% |
| Admin fee / account holder | $15,487 | $9,357+65.5% | $14,255+8.6% | $7,344+110.9% |