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 3-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 | $120,270 | $59,839+101.0% | $81,983+46.7% | $79,858+50.6% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.2%-29.2pp | 69.6%-29.6pp |
| Annual return | 25.65% | 17.56%+8.1pp | 41.31%-15.7pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,549 | $1,713-9.6% | $2,498-38.0% | $2,471-37.3% |
| Participant deferral / active EE | $2,752 | $2,695+2.1% | $3,722-26.1% | $3,740-26.4% |
| Admin fee / account holder | $31,643 | $4,287+638.1% | $5,664+458.7% | $5,306+496.3% |