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 | $131,600 | $71,050+85.2% | $93,606+40.6% | $80,856+62.8% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 11.04% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,603 | $1,564+2.5% | $2,420-33.8% | $2,755-41.8% |
| Participant deferral / active EE | $4,523 | $4,034+12.1% | $4,411+2.5% | $4,296+5.3% |
| Admin fee / account holder | $11,361 | $6,945+63.6% | $8,285+37.1% | $6,918+64.2% |