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 | $95,877 | $71,516+34.1% | $98,439-2.6% | $71,457+34.2% |
| Participation rate | 53.9% | 72.7%-18.8pp | 75.2%-21.2pp | 67.9%-14.0pp |
| Annual return | 14.63% | 32.41%-17.8pp | 21.16%-6.5pp | 28.85%-14.2pp |
| Employer contribution / active EE | $741 | $2,399-69.1% | $3,048-75.7% | $2,588-71.4% |
| Participant deferral / active EE | $1,843 | $4,109-55.1% | $4,738-61.1% | $4,289-57.0% |
| Admin fee / account holder | $11,756 | $1,675+602.0% | $8,948+31.4% | $1,587+640.7% |