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 8-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 | $107,205 | $76,407+40.3% | $150,298-28.7% | $82,448+30.0% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 18.52% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,140 | $2,614-18.1% | $4,154-48.5% | $2,551-16.1% |
| Participant deferral / active EE | $5,762 | $3,214+79.3% | $5,453+5.7% | $4,139+39.2% |
| Admin fee / account holder | $2,913 | $6,352-54.1% | $14,116-79.4% | $7,234-59.7% |