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 | $136,037 | $114,381+18.9% | $107,525+26.5% | $142,382-4.5% |
| Participation rate | 54.2% | 78.1%-24.0pp | 75.1%-20.9pp | 80.1%-26.0pp |
| Annual return | 17.72% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,431 | $4,015-64.4% | $3,754-61.9% | $4,299-66.7% |
| Participant deferral / active EE | $3,074 | $5,564-44.8% | $5,116-39.9% | $6,507-52.8% |
| Admin fee / account holder | $1,365 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |