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 6-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 | $151,208 | $87,013+73.8% | $106,213+42.4% | $80,856+87.0% |
| Participation rate | 48.7% | 70.4%-21.7pp | 75.3%-26.6pp | 67.6%-18.9pp |
| Annual return | 12.99% | 17.05%-4.1pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,760 | $2,395-26.5% | $3,171-44.5% | $2,755-36.1% |
| Participant deferral / active EE | $3,707 | $3,986-7.0% | $5,016-26.1% | $4,296-13.7% |
| Admin fee / account holder | $1,303 | $8,431-84.5% | $11,033-88.2% | $6,918-81.2% |