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 | $76,587 | $95,266-19.6% | $82,389-7.0% | $142,382-46.2% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.5%-27.4pp | 80.1%-38.0pp |
| Annual return | 20.15% | 25.74%-5.6pp | 28.67%-8.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,437 | $2,991-18.5% | $2,517-3.2% | $4,299-43.3% |
| Participant deferral / active EE | $6,266 | $4,809+30.3% | $4,155+50.8% | $6,507-3.7% |
| Admin fee / account holder | $8,176 | $8,563-4.5% | $7,231+13.1% | $12,624-35.2% |