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 | $118,895 | $102,317+16.2% | $146,958-19.1% | $80,856+47.0% |
| Participation rate | 58.0% | 75.8%-17.9pp | 82.2%-24.2pp | 67.6%-9.7pp |
| Annual return | 16.79% | 134.76%-118.0pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,400 | $3,713-8.4% | $4,933-31.1% | $2,755+23.4% |
| Participant deferral / active EE | $6,818 | $6,644+2.6% | $8,070-15.5% | $4,296+58.7% |
| Admin fee / account holder | $12,948 | $7,941+63.0% | $12,998-0.4% | $6,918+87.2% |