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 | $89,147 | $101,069-11.8% | $81,478+9.4% | $147,584-39.6% |
| Participation rate | 44.4% | 74.5%-30.0pp | 68.0%-23.5pp | 82.8%-38.4pp |
| Annual return | 21.98% | 32.40%-10.4pp | 38.78%-16.8pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,854 | $3,205-42.1% | $2,568-27.8% | $4,876-62.0% |
| Participant deferral / active EE | $5,672 | $4,242+33.7% | $3,537+60.4% | $5,439+4.3% |
| Admin fee / account holder | $441 | $5,812-92.4% | $4,561-90.3% | $10,885-95.9% |