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 | $95,202 | $77,503+22.8% | $100,391-5.2% | $80,856+17.7% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 15.16% | 37.20%-22.0pp | 49.20%-34.0pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,262 | $2,801+52.2% | $3,942+8.1% | $2,755+54.7% |
| Participant deferral / active EE | $10,038 | $6,820+47.2% | $8,082+24.2% | $4,296+133.7% |
| Admin fee / account holder | $17,727 | $5,897+200.6% | $7,899+124.4% | $6,918+156.3% |