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 | $58,391 | $44,960+29.9% | $84,966-31.3% | $74,495-21.6% |
| Participation rate | 69.5% | 49.4%+20.2pp | 67.5%+2.0pp | 67.2%+2.3pp |
| Annual return | 13.45% | 26.24%-12.8pp | 66.38%-52.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,482 | $1,457+70.3% | $2,727-9.0% | $2,623-5.4% |
| Participant deferral / active EE | $4,302 | $2,731+57.5% | $4,519-4.8% | $4,346-1.0% |
| Admin fee / account holder | $9,945 | $2,209+350.2% | $6,149+61.7% | $1,942+412.2% |