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 | $100,287 | $63,703+57.4% | $93,063+7.8% | $82,448+21.6% |
| Participation rate | 23.1% | 63.8%-40.8pp | 72.1%-49.0pp | 68.1%-45.0pp |
| Annual return | 20.27% | -775.43%+795.7pp | 34.15%-13.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $759 | $1,729-56.1% | $2,476-69.4% | $2,551-70.3% |
| Participant deferral / active EE | $4,070 | $2,919+39.4% | $3,958+2.8% | $4,139-1.7% |
| Admin fee / account holder | $774 | $5,982-87.1% | $6,033-87.2% | $7,234-89.3% |