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 | $159,632 | $95,803+66.6% | $113,168+41.1% | $84,808+88.2% |
| Participation rate | 63.2% | 72.9%-9.7pp | 76.6%-13.4pp | 68.3%-5.2pp |
| Annual return | 15.40% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $874 | $2,360-63.0% | $2,975-70.6% | $2,631-66.8% |
| Participant deferral / active EE | $4,116 | $4,242-3.0% | $5,107-19.4% | $4,212-2.3% |
| Admin fee / account holder | $1,341 | $8,989-85.1% | $12,068-88.9% | $7,344-81.7% |