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 | $154,024 | $101,763+51.4% | $164,866-6.6% | $80,874+90.4% |
| Participation rate | 60.3% | 71.8%-11.5pp | 78.6%-18.3pp | 67.6%-7.3pp |
| Annual return | 15.68% | 16.73%-1.0pp | 69.97%-54.3pp | 35.62%-19.9pp |
| Employer contribution / active EE | $2,787 | $2,954-5.7% | $4,343-35.8% | $2,756+1.1% |
| Participant deferral / active EE | $6,587 | $4,477+47.2% | $6,033+9.2% | $4,297+53.3% |
| Admin fee / account holder | $48,909 | $8,228+494.4% | $12,689+285.4% | $6,935+605.2% |