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 3-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 | $121,872 | $117,983+3.3% | $101,794+19.7% | $142,382-14.4% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.2%-33.5pp | 80.1%-44.4pp |
| Annual return | 17.15% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $892 | $2,773-67.8% | $2,289-61.0% | $4,299-79.3% |
| Participant deferral / active EE | $3,347 | $4,714-29.0% | $4,084-18.1% | $6,507-48.6% |
| Admin fee / account holder | $913 | $10,433-91.3% | $8,777-89.6% | $12,624-92.8% |