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 | $145,416 | $95,266+52.6% | $82,389+76.5% | $142,382+2.1% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 19.76% | 25.74%-6.0pp | 28.67%-8.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,278 | $2,991-57.3% | $2,517-49.2% | $4,299-70.3% |
| Participant deferral / active EE | $11,258 | $4,809+134.1% | $4,155+171.0% | $6,507+73.0% |
| Admin fee / account holder | $19,078 | $8,563+122.8% | $7,231+163.8% | $12,624+51.1% |