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 | $129,433 | $70,669+83.2% | $169,368-23.6% | $75,163+72.2% |
| Participation rate | 58.1% | 64.8%-6.7pp | 77.1%-19.1pp | 67.2%-9.1pp |
| Annual return | 16.09% | 36.36%-20.3pp | 405.60%-389.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,219 | $2,211+0.4% | $4,013-44.7% | $2,670-16.9% |
| Participant deferral / active EE | $3,799 | $4,311-11.9% | $6,221-38.9% | $4,125-7.9% |
| Admin fee / account holder | $31,986 | $5,402+492.1% | $9,003+255.3% | $5,651+466.0% |