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 | $127,717 | $81,460+56.8% | $103,333+23.6% | $80,856+58.0% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.6%-13.8pp |
| Annual return | 14.59% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,167 | $3,105-30.2% | $3,868-44.0% | $2,755-21.3% |
| Participant deferral / active EE | $5,737 | $3,869+48.3% | $5,057+13.4% | $4,296+33.6% |
| Admin fee / account holder | $10,286 | $6,566+56.6% | $8,355+23.1% | $6,918+48.7% |