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 | $164,746 | $89,753+83.6% | $107,525+53.2% | $84,808+94.3% |
| Participation rate | 44.4% | 68.1%-23.6pp | 75.1%-30.6pp | 68.3%-23.9pp |
| Annual return | 18.13% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,390 | $3,113-55.3% | $3,754-63.0% | $2,631-47.1% |
| Participant deferral / active EE | $3,511 | $4,056-13.4% | $5,116-31.4% | $4,212-16.6% |
| Admin fee / account holder | $1,594 | $7,222-77.9% | $8,919-82.1% | $7,344-78.3% |