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 | $75,297 | $48,230+56.1% | $67,502+11.5% | $80,856-6.9% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.6%-30.1pp |
| Annual return | 12.49% | 18.28%-5.8pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $485 | $2,020-76.0% | $2,731-82.3% | $2,755-82.4% |
| Participant deferral / active EE | $1,605 | $2,924-45.1% | $4,000-59.9% | $4,296-62.6% |
| Admin fee / account holder | $4,220 | $3,681+14.6% | $3,998+5.6% | $6,918-39.0% |