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 3-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 | $153,866 | $117,983+30.4% | $101,794+51.2% | $142,382+8.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 18.37% | 36.92%-18.5pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,746 | $2,773-37.0% | $2,289-23.7% | $4,299-59.4% |
| Participant deferral / active EE | $4,444 | $4,714-5.7% | $4,084+8.8% | $6,507-31.7% |
| Admin fee / account holder | $2,156 | $10,433-79.3% | $8,777-75.4% | $12,624-82.9% |