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 | $101,607 | $108,825-6.6% | $156,181-34.9% | $82,448+23.2% |
| Participation rate | 67.2% | 72.4%-5.2pp | 78.8%-11.6pp | 68.1%-0.9pp |
| Annual return | 20.57% | 20.59%0pp | 64.87%-44.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,908 | $2,870+1.3% | $4,294-32.3% | $2,551+14.0% |
| Participant deferral / active EE | $6,101 | $4,577+33.3% | $6,132-0.5% | $4,139+47.4% |
| Admin fee / account holder | $10,409 | $9,341+11.4% | $14,586-28.6% | $7,234+43.9% |