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 5-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 | $120,956 | $86,944+39.1% | $107,525+12.5% | $74,304+62.8% |
| Participation rate | 59.8% | 59.6%+0.3pp | 75.1%-15.2pp | 60.3%-0.5pp |
| Annual return | 15.50% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,333 | $2,757-51.6% | $3,754-64.5% | $2,241-40.5% |
| Participant deferral / active EE | $3,591 | $3,554+1.0% | $5,116-29.8% | $3,767-4.7% |
| Admin fee / account holder | $16,872 | $3,727+352.8% | $8,919+89.2% | $2,969+468.3% |