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 5-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 | $121,535 | $77,899+56.0% | $149,673-18.8% | $75,163+61.7% |
| Participation rate | 36.1% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.1pp |
| Annual return | 16.57% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,036 | $3,137-35.1% | $4,818-57.7% | $2,670-23.8% |
| Participant deferral / active EE | $3,234 | $3,411-5.2% | $5,680-43.1% | $4,125-21.6% |
| Admin fee / account holder | $21,928 | $5,956+268.2% | $13,210+66.0% | $5,651+288.0% |