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 | $123,512 | $114,381+8.0% | $107,525+14.9% | $142,382-13.3% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 15.56% | 242.71%-227.1pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,099 | $4,015-72.6% | $3,754-70.7% | $4,299-74.4% |
| Participant deferral / active EE | $1,872 | $5,564-66.4% | $5,116-63.4% | $6,507-71.2% |
| Admin fee / account holder | $1,895 | $9,860-80.8% | $8,919-78.7% | $12,624-85.0% |