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 | $76,886 | $127,065-39.5% | $113,168-32.1% | $142,382-46.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 11.38% | 24.03%-12.6pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,019 | $3,442-12.3% | $2,975+1.5% | $4,299-29.8% |
| Participant deferral / active EE | $8,422 | $5,716+47.3% | $5,107+64.9% | $6,507+29.4% |
| Admin fee / account holder | $56,157 | $15,736+256.9% | $12,068+365.3% | $12,624+344.8% |