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 3-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 | $149,882 | $127,386+17.7% | $115,037+30.3% | $125,391+19.5% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -2.21% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,911 | $5,166-63.0% | $4,608-58.5% | $4,866-60.7% |
| Participant deferral / active EE | $2,823 | $6,423-56.1% | $6,026-53.2% | $5,352-47.3% |
| Admin fee / account holder | $3,729 | $9,516-60.8% | $8,175-54.4% | $9,540-60.9% |