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 | $125,365 | $100,970+24.2% | $96,576+29.8% | $137,256-8.7% |
| Participation rate | 22.2% | 82.6%-60.4pp | 81.4%-59.2pp | 80.0%-57.7pp |
| Annual return | 16.91% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $269 | $3,809-92.9% | $3,553-92.4% | $4,156-93.5% |
| Participant deferral / active EE | $5,222 | $8,286-37.0% | $7,956-34.4% | $6,407-18.5% |
| Admin fee / account holder | $1,344 | $11,312-88.1% | $11,381-88.2% | $12,270-89.0% |