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 3-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 | $136,657 | $84,556+61.6% | $116,228+17.6% | $74,304+83.9% |
| Participation rate | 64.0% | 66.0%-2.1pp | 74.6%-10.6pp | 60.3%+3.6pp |
| Annual return | 14.62% | 18.35%-3.7pp | 90.06%-75.4pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,141 | $2,168-47.4% | $2,994-61.9% | $2,241-49.1% |
| Participant deferral / active EE | $1,876 | $3,814-50.8% | $4,953-62.1% | $3,767-50.2% |
| Admin fee / account holder | $17,070 | $3,792+350.2% | $11,989+42.4% | $2,969+475.0% |