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 | $125,494 | $109,413+14.7% | $156,263-19.7% | $84,808+48.0% |
| Participation rate | 58.1% | 72.7%-14.6pp | 78.9%-20.8pp | 68.3%-10.2pp |
| Annual return | 12.72% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,810 | $2,907-3.3% | $4,333-35.1% | $2,631+6.8% |
| Participant deferral / active EE | $6,547 | $4,590+42.6% | $6,158+6.3% | $4,212+55.4% |
| Admin fee / account holder | $59,695 | $9,357+538.0% | $14,255+318.8% | $7,344+712.9% |