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 | $61,470 | $51,175+20.1% | $70,515-12.8% | $75,163-18.2% |
| Participation rate | 43.3% | 60.9%-17.6pp | 68.3%-25.0pp | 67.2%-23.9pp |
| Annual return | 18.46% | 30.02%-11.6pp | 32.77%-14.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,381 | $1,826-24.4% | $2,973-53.5% | $2,670-48.3% |
| Participant deferral / active EE | $3,049 | $2,849+7.0% | $4,567-33.2% | $4,125-26.1% |
| Admin fee / account holder | $3,467 | $4,091-15.2% | $6,412-45.9% | $5,651-38.6% |