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 | $94,417 | $81,248+16.2% | $155,509-39.3% | $80,856+16.8% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 12.09% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,821 | $3,100-41.3% | $4,672-61.0% | $2,755-33.9% |
| Participant deferral / active EE | $4,033 | $3,452+16.8% | $5,626-28.3% | $4,296-6.1% |
| Admin fee / account holder | $1,798 | $7,997-77.5% | $15,912-88.7% | $6,918-74.0% |