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 | $125,970 | $71,050+77.3% | $93,606+34.6% | $80,856+55.8% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.6%-15.6pp |
| Annual return | 13.76% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,402 | $1,564-10.3% | $2,420-42.0% | $2,755-49.1% |
| Participant deferral / active EE | $4,108 | $4,034+1.8% | $4,411-6.9% | $4,296-4.4% |
| Admin fee / account holder | $23,418 | $6,945+237.2% | $8,285+182.7% | $6,918+238.5% |