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 | $94,468 | $81,460+16.0% | $103,333-8.6% | $80,856+16.8% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.6%-47.6pp |
| Annual return | 12.02% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,082 | $3,105-65.2% | $3,868-72.0% | $2,755-60.7% |
| Participant deferral / active EE | $3,680 | $3,869-4.9% | $5,057-27.2% | $4,296-14.3% |
| Admin fee / account holder | $1,788 | $6,566-72.8% | $8,355-78.6% | $6,918-74.1% |