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 | $113,195 | $100,773+12.3% | $88,946+27.3% | $142,382-20.5% |
| Participation rate | 58.3% | 74.3%-16.0pp | 68.8%-10.5pp | 80.1%-21.8pp |
| Annual return | 17.34% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,627 | $5,230-11.5% | $4,581+1.0% | $6,507-28.9% |
| Admin fee / account holder | $860 | $9,693-91.1% | $8,261-89.6% | $12,624-93.2% |