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 | $130,640 | $109,413+19.4% | $156,263-16.4% | $84,808+54.0% |
| Participation rate | 56.5% | 72.7%-16.2pp | 78.9%-22.4pp | 68.3%-11.8pp |
| Annual return | 14.30% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,363 | $2,907+15.7% | $4,333-22.4% | $2,631+27.8% |
| Participant deferral / active EE | $6,225 | $4,590+35.6% | $6,158+1.1% | $4,212+47.8% |
| Admin fee / account holder | $24,401 | $9,357+160.8% | $14,255+71.2% | $7,344+232.3% |