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 | $78,198 | $93,571-16.4% | $135,903-42.5% | $75,163+4.0% |
| Participation rate | 41.5% | 75.2%-33.7pp | 81.9%-40.4pp | 67.2%-25.7pp |
| Annual return | 18.53% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,258 | $3,537-64.4% | $4,856-74.1% | $2,670-52.9% |
| Participant deferral / active EE | $3,785 | $6,404-40.9% | $7,758-51.2% | $4,125-8.2% |
| Admin fee / account holder | $2,643 | $6,975-62.1% | $10,762-75.4% | $5,651-53.2% |