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 | $62,983 | $62,573+0.7% | $85,682-26.5% | $85,850-26.6% |
| Participation rate | 68.8% | 61.1%+7.6pp | 69.9%-1.1pp | 69.3%-0.6pp |
| Annual return | 17.68% | 23.77%-6.1pp | 21.49%-3.8pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,738 | $1,757-1.1% | $2,618-33.6% | $2,565-32.2% |
| Participant deferral / active EE | $5,045 | $2,802+80.0% | $3,923+28.6% | $3,952+27.7% |
| Admin fee / account holder | $2,133 | $4,640-54.0% | $6,873-69.0% | $6,260-65.9% |