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 | $85,515+44.7% | $112,040+10.4% | $67,986+82.0% |
| Participation rate | 59.4% | 68.2%-8.8pp | 76.5%-17.1pp | 57.2%+2.2pp |
| Annual return | 16.67% | 29.68%-13.0pp | 24.52%-7.8pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,279 | $2,191-41.6% | $2,954-56.7% | $2,019-36.7% |
| Participant deferral / active EE | $4,820 | $4,014+20.1% | $5,098-5.5% | $3,358+43.5% |
| Admin fee / account holder | $5,816 | $3,774+54.1% | $12,098-51.9% | $3,203+81.6% |