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 | $47,328 | $59,097-19.9% | $82,389-42.6% | $74,304-36.3% |
| Participation rate | 43.9% | 52.8%-8.8pp | 69.5%-25.6pp | 60.3%-16.4pp |
| Annual return | 21.75% | 22.85%-1.1pp | 28.67%-6.9pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,978 | $1,601+23.6% | $2,517-21.4% | $2,241-11.7% |
| Participant deferral / active EE | $4,430 | $2,775+59.6% | $4,155+6.6% | $3,767+17.6% |
| Admin fee / account holder | $2,181 | $4,489-51.4% | $7,231-69.8% | $2,969-26.5% |