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 6-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 | $129,571 | $127,065+2.0% | $113,168+14.5% | $142,382-9.0% |
| Participation rate | 36.4% | 79.2%-42.8pp | 76.6%-40.2pp | 80.1%-43.8pp |
| Annual return | 17.76% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,183 | $5,716-61.8% | $5,107-57.2% | $6,507-66.4% |
| Admin fee / account holder | $850 | $15,736-94.6% | $12,068-93.0% | $12,624-93.3% |