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 5-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 | $39,574 | $86,929-54.5% | $102,423-61.4% | $80,856-51.1% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.6%-3.1pp |
| Annual return | 13.82% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,363 | $2,369+42.0% | $3,023+11.2% | $2,755+22.1% |
| Participant deferral / active EE | $6,234 | $4,118+51.4% | $5,053+23.4% | $4,296+45.1% |
| Admin fee / account holder | $2,061 | $8,049-74.4% | $9,451-78.2% | $6,918-70.2% |