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 | $196,562 | $100,970+94.7% | $96,576+103.5% | $137,256+43.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 17.07% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,344 | $3,809+14.0% | $3,553+22.3% | $4,156+4.5% |
| Participant deferral / active EE | $15,091 | $8,286+82.1% | $7,956+89.7% | $6,407+135.5% |
| Admin fee / account holder | $7,804 | $11,312-31.0% | $11,381-31.4% | $12,270-36.4% |