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 | $81,421 | $58,828+38.4% | $77,999+4.4% | $62,891+29.5% |
| Participation rate | 50.6% | 71.1%-20.5pp | 75.5%-25.0pp | 69.3%-18.7pp |
| Annual return | 8.99% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,939 | $1,672+16.0% | $2,470-21.5% | $2,281-15.0% |
| Participant deferral / active EE | $3,354 | $2,686+24.9% | $3,497-4.1% | $3,203+4.7% |
| Admin fee / account holder | $3,670 | $4,393-16.5% | $5,480-33.0% | $4,296-14.6% |