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 | $114,661 | $114,381+0.2% | $107,525+6.6% | $142,382-19.5% |
| Participation rate | 30.4% | 78.1%-47.7pp | 75.1%-44.6pp | 80.1%-49.7pp |
| Annual return | 12.51% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,007 | $4,015-74.9% | $3,754-73.2% | $4,299-76.6% |
| Participant deferral / active EE | $2,788 | $5,564-49.9% | $5,116-45.5% | $6,507-57.2% |
| Admin fee / account holder | $59,082 | $9,860+499.2% | $8,919+562.4% | $12,624+368.0% |