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 | $102,579 | $87,870+16.7% | $113,168-9.4% | $74,304+38.1% |
| Participation rate | 68.6% | 70.7%-2.2pp | 76.6%-8.0pp | 60.3%+8.2pp |
| Annual return | 14.32% | 26.44%-12.1pp | 24.27%-9.9pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,811 | $2,277+23.5% | $2,975-5.5% | $2,241+25.4% |
| Participant deferral / active EE | $7,111 | $4,241+67.7% | $5,107+39.2% | $3,767+88.8% |
| Admin fee / account holder | $3,527 | $3,368+4.7% | $12,068-70.8% | $2,969+18.8% |