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 | $70,275 | $80,968-13.2% | $96,544-27.2% | $75,163-6.5% |
| Participation rate | 48.6% | 71.8%-23.2pp | 76.0%-27.4pp | 67.2%-18.6pp |
| Annual return | 26.57% | 27.06%-0.5pp | 25.84%+0.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $5,388 | $2,282+136.1% | $2,965+81.7% | $2,670+101.8% |
| Participant deferral / active EE | $8,990 | $3,928+128.9% | $4,851+85.3% | $4,125+117.9% |
| Admin fee / account holder | $6,800 | $6,724+1.1% | $8,252-17.6% | $5,651+20.3% |