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 | $96,492 | $87,870+9.8% | $113,168-14.7% | $74,304+29.9% |
| Participation rate | 34.2% | 70.7%-36.6pp | 76.6%-42.4pp | 60.3%-26.2pp |
| Annual return | 15.33% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,024 | $2,277-55.0% | $2,975-65.6% | $2,241-54.3% |
| Participant deferral / active EE | $2,429 | $4,241-42.7% | $5,107-52.4% | $3,767-35.5% |
| Admin fee / account holder | $7,863 | $3,368+133.5% | $12,068-34.8% | $2,969+164.9% |