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 | $128,807 | $66,098+94.9% | $101,794+26.5% | $74,304+73.4% |
| Participation rate | 20.7% | 53.8%-33.1pp | 69.2%-48.5pp | 60.3%-39.7pp |
| Annual return | 16.95% | 19.59%-2.6pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,067 | $1,082-1.4% | $2,289-53.4% | $2,241-52.4% |
| Participant deferral / active EE | $1,969 | $2,781-29.2% | $4,084-51.8% | $3,767-47.7% |
| Admin fee / account holder | $13,968 | $4,146+236.9% | $8,777+59.1% | $2,969+370.5% |