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 | $110,862 | $106,584+4.0% | $101,326+9.4% | $142,382-22.1% |
| Participation rate | 61.9% | 82.7%-20.8pp | 81.5%-19.6pp | 80.1%-18.2pp |
| Annual return | 17.99% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,972 | $3,956-24.9% | $3,665-18.9% | $4,299-30.9% |
| Participant deferral / active EE | $8,500 | $8,297+2.4% | $7,994+6.3% | $6,507+30.6% |
| Admin fee / account holder | $8,080 | $11,446-29.4% | $11,185-27.8% | $12,624-36.0% |