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 | $159,676 | $76,407+109.0% | $150,298+6.2% | $82,448+93.7% |
| Participation rate | 55.0% | 66.4%-11.4pp | 77.8%-22.8pp | 68.1%-13.1pp |
| Annual return | 14.75% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,152 | $2,614+58.8% | $4,154-0.1% | $2,551+62.8% |
| Participant deferral / active EE | $3,651 | $3,214+13.6% | $5,453-33.0% | $4,139-11.8% |
| Admin fee / account holder | $12,892 | $6,352+103.0% | $14,116-8.7% | $7,234+78.2% |