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 | $83,108 | $216,711-61.7% | $136,749-39.2% | $85,563-2.9% |
| Participation rate | 26.7% | 51.7%-25.0pp | 72.1%-45.4pp | 66.0%-39.2pp |
| Annual return | 16.89% | 15.26%+1.6pp | 24.33%-7.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $1,003 | $1,660-39.6% | $3,400-70.5% | $2,654-62.2% |
| Participant deferral / active EE | $2,231 | $2,635-15.3% | $4,692-52.5% | $4,375-49.0% |
| Admin fee / account holder | $1,810 | $1,223+48.0% | $11,386-84.1% | $834+117.0% |