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 | $100,114 | $78,926+26.8% | $136,749-26.8% | $84,808+18.0% |
| Participation rate | 26.7% | 62.2%-35.5pp | 72.1%-45.5pp | 68.3%-41.6pp |
| Annual return | 16.84% | 18.17%-1.3pp | 24.33%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $739 | $2,134-65.4% | $3,400-78.3% | $2,631-71.9% |
| Participant deferral / active EE | $1,518 | $3,168-52.1% | $4,692-67.6% | $4,212-63.9% |
| Admin fee / account holder | $4,754 | $6,369-25.4% | $11,386-58.2% | $7,344-35.3% |