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 | $42,246 | $86,929-51.4% | $102,423-58.8% | $80,856-47.8% |
| Participation rate | 54.3% | 72.4%-18.1pp | 76.5%-22.2pp | 67.6%-13.4pp |
| Annual return | 12.64% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,933 | $2,369-18.4% | $3,023-36.1% | $2,755-29.8% |
| Participant deferral / active EE | $3,400 | $4,118-17.4% | $5,053-32.7% | $4,296-20.8% |
| Admin fee / account holder | $1,617 | $8,049-79.9% | $9,451-82.9% | $6,918-76.6% |