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 | $73,065 | $72,994+0.1% | $120,354-39.3% | $77,643-5.9% |
| Participation rate | 24.9% | 55.2%-30.3pp | 71.9%-47.0pp | 70.6%-45.7pp |
| Annual return | 13.33% | 18.23%-4.9pp | 107.15%-93.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $822 | $1,793-54.2% | $3,463-76.3% | $2,726-69.9% |
| Participant deferral / active EE | $1,874 | $3,011-37.8% | $4,991-62.5% | $4,647-59.7% |
| Admin fee / account holder | $7,975 | $658+1112.2% | $9,423-15.4% | $430+1752.9% |