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 | $80,717+42.4% | $154,803-25.7% | $84,808+35.5% |
| Participation rate | 21.1% | 66.8%-45.8pp | 78.1%-57.0pp | 68.3%-47.3pp |
| Annual return | 18.98% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,223 | $2,761-19.5% | $4,305-48.4% | $2,631-15.5% |
| Participant deferral / active EE | $2,726 | $3,303-17.5% | $5,540-50.8% | $4,212-35.3% |
| Admin fee / account holder | $13,413 | $6,746+98.8% | $14,329-6.4% | $7,344+82.6% |