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 | $104,059 | $95,803+8.6% | $113,168-8.0% | $84,808+22.7% |
| Participation rate | 24.0% | 72.9%-48.9pp | 76.6%-52.6pp | 68.3%-44.3pp |
| Annual return | 13.63% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,200 | $2,360-49.1% | $2,975-59.7% | $2,631-54.4% |
| Participant deferral / active EE | $2,979 | $4,242-29.8% | $5,107-41.7% | $4,212-29.3% |
| Admin fee / account holder | $13,765 | $8,989+53.1% | $12,068+14.1% | $7,344+87.4% |