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 6-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 | $56,600 | $25,014+126.3% | $69,647-18.7% | $80,856-30.0% |
| Participation rate | 62.5% | 64.2%-1.7pp | 66.5%-4.0pp | 67.6%-5.1pp |
| Annual return | 16.03% | 19.07%-3.0pp | 100.48%-84.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,083 | $993+109.8% | $1,712+21.6% | $2,755-24.4% |
| Participant deferral / active EE | $3,532 | $1,839+92.1% | $2,886+22.4% | $4,296-17.8% |
| Admin fee / account holder | $2,138 | $2,488-14.1% | $4,713-54.6% | $6,918-69.1% |