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 | $97,058 | $60,892+59.4% | $82,389+17.8% | $84,808+14.4% |
| Participation rate | 40.9% | 63.3%-22.4pp | 69.5%-28.6pp | 68.3%-27.4pp |
| Annual return | 16.77% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,259 | $1,779-29.3% | $2,517-50.0% | $2,631-52.2% |
| Participant deferral / active EE | $2,474 | $3,179-22.2% | $4,155-40.5% | $4,212-41.3% |
| Admin fee / account holder | $4,618 | $5,467-15.5% | $7,231-36.1% | $7,344-37.1% |