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 | $102,326 | $95,803+6.8% | $113,168-9.6% | $84,808+20.7% |
| Participation rate | 63.2% | 72.9%-9.7pp | 76.6%-13.4pp | 68.3%-5.2pp |
| Annual return | 18.96% | 25.00%-6.0pp | 24.27%-5.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,326 | $2,360-43.8% | $2,975-55.4% | $2,631-49.6% |
| Participant deferral / active EE | $4,894 | $4,242+15.4% | $5,107-4.2% | $4,212+16.2% |
| Admin fee / account holder | $12,147 | $8,989+35.1% | $12,068+0.7% | $7,344+65.4% |