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 | $75,144 | $86,922-13.6% | $102,438-26.6% | $80,874-7.1% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.6pp | 67.6%-1.8pp |
| Annual return | 14.38% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,683 | $2,369-29.0% | $3,024-44.3% | $2,756-38.9% |
| Participant deferral / active EE | $4,612 | $4,119+12.0% | $5,054-8.7% | $4,297+7.3% |
| Admin fee / account holder | $27,614 | $8,050+243.0% | $9,448+192.3% | $6,935+298.2% |