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 | $114,945 | $76,407+50.4% | $150,298-23.5% | $82,448+39.4% |
| Participation rate | 21.1% | 66.4%-45.3pp | 77.8%-56.7pp | 68.1%-47.0pp |
| Annual return | 18.98% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,223 | $2,614-14.9% | $4,154-46.5% | $2,551-12.8% |
| Participant deferral / active EE | $2,726 | $3,214-15.2% | $5,453-50.0% | $4,139-34.1% |
| Admin fee / account holder | $13,413 | $6,352+111.2% | $14,116-5.0% | $7,234+85.4% |