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 4-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 | $109,397 | $89,753+21.9% | $107,525+1.7% | $84,808+29.0% |
| Participation rate | 64.4% | 68.1%-3.7pp | 75.1%-10.7pp | 68.3%-3.9pp |
| Annual return | 18.22% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,737 | $3,113-12.1% | $3,754-27.1% | $2,631+4.0% |
| Participant deferral / active EE | $3,550 | $4,056-12.5% | $5,116-30.6% | $4,212-15.7% |
| Admin fee / account holder | $7,752 | $7,222+7.3% | $8,919-13.1% | $7,344+5.6% |