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 | $123,950 | $81,460+52.2% | $103,333+20.0% | $80,856+53.3% |
| Participation rate | 46.4% | 66.8%-20.4pp | 74.5%-28.1pp | 67.6%-21.2pp |
| Annual return | 16.74% | 25.55%-8.8pp | 24.88%-8.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,415 | $3,105-54.4% | $3,868-63.4% | $2,755-48.6% |
| Participant deferral / active EE | $3,311 | $3,869-14.4% | $5,057-34.5% | $4,296-22.9% |
| Admin fee / account holder | $2,037 | $6,566-69.0% | $8,355-75.6% | $6,918-70.6% |