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 | $40,491 | $81,460-50.3% | $103,333-60.8% | $80,856-49.9% |
| Participation rate | 48.7% | 66.8%-18.1pp | 74.5%-25.8pp | 67.6%-18.9pp |
| Annual return | 14.05% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $16,711 | $3,105+438.2% | $3,868+332.1% | $2,755+506.6% |
| Participant deferral / active EE | $1,680 | $3,869-56.6% | $5,057-66.8% | $4,296-60.9% |
| Admin fee / account holder | $8,929 | $6,566+36.0% | $8,355+6.9% | $6,918+29.1% |