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 8-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 | $107,789 | $87,013+23.9% | $106,213+1.5% | $80,856+33.3% |
| Participation rate | 62.8% | 70.4%-7.6pp | 75.3%-12.5pp | 67.6%-4.8pp |
| Annual return | 13.56% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $751 | $2,395-68.6% | $3,171-76.3% | $2,755-72.7% |
| Participant deferral / active EE | $4,826 | $3,986+21.1% | $5,016-3.8% | $4,296+12.3% |
| Admin fee / account holder | $36,598 | $8,431+334.1% | $11,033+231.7% | $6,918+429.0% |