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 | $86,529 | $56,053+54.4% | $75,972+13.9% | $80,856+7.0% |
| Participation rate | 61.8% | 62.0%-0.2pp | 69.1%-7.2pp | 67.6%-5.8pp |
| Annual return | 13.23% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,081 | $1,874+11.0% | $2,685-22.5% | $2,755-24.5% |
| Participant deferral / active EE | $5,985 | $3,052+96.1% | $4,255+40.6% | $4,296+39.3% |
| Admin fee / account holder | $3,167 | $5,234-39.5% | $6,467-51.0% | $6,918-54.2% |