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 | $158,653 | $214,378-26.0% | $200,582-20.9% | $142,382+11.4% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 15.62% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,874 | $6,841-72.6% | $6,419-70.8% | $4,299-56.4% |
| Participant deferral / active EE | $6,803 | $9,865-31.0% | $9,331-27.1% | $6,507+4.5% |
| Admin fee / account holder | $7,160 | $17,692-59.5% | $16,305-56.1% | $12,624-43.3% |