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 | $149,458 | $106,584+40.2% | $101,326+47.5% | $142,382+5.0% |
| Participation rate | 31.6% | 82.7%-51.1pp | 81.5%-49.9pp | 80.1%-48.5pp |
| Annual return | 15.26% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,500 | $3,956-62.1% | $3,665-59.1% | $4,299-65.1% |
| Participant deferral / active EE | $2,829 | $8,297-65.9% | $7,994-64.6% | $6,507-56.5% |
| Admin fee / account holder | $4,556 | $11,446-60.2% | $11,185-59.3% | $12,624-63.9% |