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 | $129,462 | $80,717+60.4% | $154,803-16.4% | $84,808+52.7% |
| Participation rate | 61.5% | 66.8%-5.3pp | 78.1%-16.5pp | 68.3%-6.8pp |
| Annual return | 17.07% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $6,488 | $2,761+135.0% | $4,305+50.7% | $2,631+146.6% |
| Participant deferral / active EE | $5,719 | $3,303+73.1% | $5,540+3.2% | $4,212+35.8% |
| Admin fee / account holder | $2,992 | $6,746-55.6% | $14,329-79.1% | $7,344-59.3% |