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 | $48,350 | $45,343+6.6% | $150,298-67.8% | $67,986-28.9% |
| Participation rate | 56.3% | 51.9%+4.5pp | 77.8%-21.4pp | 57.2%-0.9pp |
| Annual return | 21.93% | 33.28%-11.3pp | 62.79%-40.9pp | 31.67%-9.7pp |
| Employer contribution / active EE | $2,777 | $1,462+89.9% | $4,154-33.2% | $2,019+37.5% |
| Participant deferral / active EE | $5,035 | $2,055+145.0% | $5,453-7.7% | $3,358+49.9% |
| Admin fee / account holder | $4,432 | $2,250+97.0% | $14,116-68.6% | $3,203+38.4% |