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 | $109,546 | $89,753+22.1% | $107,525+1.9% | $84,808+29.2% |
| Participation rate | 55.0% | 68.1%-13.1pp | 75.1%-20.1pp | 68.3%-13.3pp |
| Annual return | 19.46% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,880 | $3,113-7.5% | $3,754-23.3% | $2,631+9.5% |
| Participant deferral / active EE | $4,959 | $4,056+22.3% | $5,116-3.1% | $4,212+17.7% |
| Admin fee / account holder | $1,449 | $7,222-79.9% | $8,919-83.8% | $7,344-80.3% |