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 | $129,383 | $111,754+15.8% | $103,333+25.2% | $145,922-11.3% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 19.00% | 24.77%-5.8pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,236 | $4,212-70.7% | $3,868-68.0% | $4,660-73.5% |
| Participant deferral / active EE | $6,778 | $5,619+20.6% | $5,057+34.0% | $6,688+1.3% |
| Admin fee / account holder | $1,132 | $9,750-88.4% | $8,355-86.5% | $13,397-91.6% |