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 | $93,415 | $95,803-2.5% | $113,168-17.5% | $84,808+10.1% |
| Participation rate | 34.5% | 72.9%-38.4pp | 76.6%-42.1pp | 68.3%-33.8pp |
| Annual return | 13.10% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,791 | $2,360-24.1% | $2,975-39.8% | $2,631-31.9% |
| Participant deferral / active EE | $2,835 | $4,242-33.2% | $5,107-44.5% | $4,212-32.7% |
| Admin fee / account holder | $13,259 | $8,989+47.5% | $12,068+9.9% | $7,344+80.5% |