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 | $153,300 | $51,576+197.2% | $129,207+18.6% | $80,856+89.6% |
| Participation rate | 46.2% | 57.0%-10.8pp | 69.6%-23.5pp | 67.6%-21.5pp |
| Annual return | 21.99% | 20.81%+1.2pp | 9417.33%-9395.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $1,066 | $1,584-32.7% | $4,153-74.3% | $2,755-61.3% |
| Participant deferral / active EE | $3,816 | $2,669+43.0% | $4,168-8.4% | $4,296-11.2% |
| Admin fee / account holder | $3,442 | $4,305-20.0% | $7,715-55.4% | $6,918-50.2% |