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 | $74,165 | $71,050+4.4% | $93,606-20.8% | $80,856-8.3% |
| Participation rate | 51.3% | 60.4%-9.1pp | 68.7%-17.4pp | 67.6%-16.4pp |
| Annual return | 13.30% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $952 | $1,564-39.1% | $2,420-60.7% | $2,755-65.5% |
| Participant deferral / active EE | $2,843 | $4,034-29.5% | $4,411-35.6% | $4,296-33.8% |
| Admin fee / account holder | $44,333 | $6,945+538.4% | $8,285+435.1% | $6,918+540.8% |