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 | $178,085 | $80,968+119.9% | $96,544+84.5% | $75,163+136.9% |
| Participation rate | 52.5% | 71.8%-19.3pp | 76.0%-23.5pp | 67.2%-14.7pp |
| Annual return | 18.08% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,578 | $2,282-30.8% | $2,965-46.8% | $2,670-40.9% |
| Participant deferral / active EE | $3,823 | $3,928-2.7% | $4,851-21.2% | $4,125-7.3% |
| Admin fee / account holder | $25,055 | $6,724+272.6% | $8,252+203.6% | $5,651+343.4% |