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 | $72,962 | $80,968-9.9% | $96,544-24.4% | $75,163-2.9% |
| Participation rate | 65.7% | 71.8%-6.1pp | 76.0%-10.3pp | 67.2%-1.5pp |
| Annual return | 13.68% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,507 | $2,282+53.7% | $2,965+18.3% | $2,670+31.4% |
| Participant deferral / active EE | $7,899 | $3,928+101.1% | $4,851+62.8% | $4,125+91.5% |
| Admin fee / account holder | $12,064 | $6,724+79.4% | $8,252+46.2% | $5,651+113.5% |