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 | $101,880 | $108,919-6.5% | $100,391+1.5% | $145,922-30.2% |
| Participation rate | 35.0% | 82.9%-47.9pp | 81.5%-46.5pp | 80.3%-45.3pp |
| Annual return | 12.82% | 57.88%-45.1pp | 49.20%-36.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,811 | $4,419-59.0% | $3,942-54.0% | $4,660-61.1% |
| Participant deferral / active EE | $4,336 | $8,445-48.7% | $8,082-46.3% | $6,688-35.2% |
| Admin fee / account holder | $5,109 | $9,689-47.3% | $7,899-35.3% | $13,397-61.9% |