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 | $150,612 | $62,573+140.7% | $85,682+75.8% | $85,850+75.4% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.9%-26.6pp | 69.3%-26.1pp |
| Annual return | 15.02% | 23.77%-8.7pp | 21.49%-6.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,578 | $1,757-10.2% | $2,618-39.7% | $2,565-38.5% |
| Participant deferral / active EE | $3,019 | $2,802+7.7% | $3,923-23.0% | $3,952-23.6% |
| Admin fee / account holder | $7,775 | $4,640+67.6% | $6,873+13.1% | $6,260+24.2% |