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 | $132,616 | $73,933+79.4% | $96,683+37.2% | $75,163+76.4% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 22.26% | 26.70%-4.4pp | 35.69%-13.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,434 | $2,928-16.9% | $3,737-34.9% | $2,670-8.8% |
| Participant deferral / active EE | $3,716 | $3,659+1.6% | $4,878-23.8% | $4,125-9.9% |
| Admin fee / account holder | $1,031 | $5,216-80.2% | $6,730-84.7% | $5,651-81.8% |