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 | $83,079 | $45,343+83.2% | $150,298-44.7% | $67,986+22.2% |
| Participation rate | 38.3% | 51.9%-13.6pp | 77.8%-39.5pp | 57.2%-19.0pp |
| Annual return | 16.33% | 33.28%-16.9pp | 62.79%-46.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,341 | $1,462-8.3% | $4,154-67.7% | $2,019-33.6% |
| Participant deferral / active EE | $2,963 | $2,055+44.2% | $5,453-45.7% | $3,358-11.8% |
| Admin fee / account holder | $3,470 | $2,250+54.2% | $14,116-75.4% | $3,203+8.3% |