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 | $123,701 | $87,870+40.8% | $113,168+9.3% | $74,304+66.5% |
| Participation rate | 59.4% | 70.7%-11.3pp | 76.6%-17.1pp | 60.3%-0.9pp |
| Annual return | 16.67% | 26.44%-9.8pp | 24.27%-7.6pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,279 | $2,277-43.8% | $2,975-57.0% | $2,241-42.9% |
| Participant deferral / active EE | $4,820 | $4,241+13.6% | $5,107-5.6% | $3,767+27.9% |
| Admin fee / account holder | $5,816 | $3,368+72.7% | $12,068-51.8% | $2,969+95.9% |