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 3-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 | $120,288 | $87,037+38.2% | $106,201+13.3% | $80,874+48.7% |
| Participation rate | 67.8% | 70.4%-2.6pp | 75.3%-7.5pp | 67.6%+0.1pp |
| Annual return | 12.31% | 17.05%-4.7pp | 116.26%-103.9pp | 35.62%-23.3pp |
| Employer contribution / active EE | $966 | $2,396-59.7% | $3,170-69.5% | $2,756-64.9% |
| Participant deferral / active EE | $4,291 | $3,986+7.6% | $5,012-14.4% | $4,297-0.1% |
| Admin fee / account holder | $4,637 | $8,434-45.0% | $11,039-58.0% | $6,935-33.1% |