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 6-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 | $106,920 | $163,101-34.4% | $136,749-21.8% | $142,382-24.9% |
| Participation rate | 40.0% | 78.2%-38.2pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 11.75% | 27.54%-15.8pp | 24.33%-12.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,633 | $4,117-36.0% | $3,400-22.6% | $4,299-38.8% |
| Participant deferral / active EE | $6,907 | $5,585+23.7% | $4,692+47.2% | $6,507+6.1% |
| Admin fee / account holder | $152,828 | $14,318+967.4% | $11,386+1242.2% | $12,624+1110.6% |