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 | $80,717+97.8% | $154,803+3.1% | $84,808+88.3% |
| Participation rate | 55.0% | 66.8%-11.8pp | 78.1%-23.1pp | 68.3%-13.3pp |
| Annual return | 14.75% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,152 | $2,761+50.4% | $4,305-3.6% | $2,631+57.8% |
| Participant deferral / active EE | $3,651 | $3,303+10.5% | $5,540-34.1% | $4,212-13.3% |
| Admin fee / account holder | $12,892 | $6,746+91.1% | $14,329-10.0% | $7,344+75.5% |