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 | $77,184 | $89,753-14.0% | $107,525-28.2% | $84,808-9.0% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.4pp |
| Annual return | 22.37% | 29.48%-7.1pp | 181.32%-159.0pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,638 | $3,113-47.4% | $3,754-56.4% | $2,631-37.7% |
| Participant deferral / active EE | $6,797 | $4,056+67.6% | $5,116+32.9% | $4,212+61.4% |
| Admin fee / account holder | $15,647 | $7,222+116.7% | $8,919+75.4% | $7,344+113.1% |