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 | $43,021 | $76,407-43.7% | $150,298-71.4% | $82,448-47.8% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 20.73% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,499 | $2,614-42.7% | $4,154-63.9% | $2,551-41.2% |
| Participant deferral / active EE | $2,852 | $3,214-11.3% | $5,453-47.7% | $4,139-31.1% |
| Admin fee / account holder | $3,158 | $6,352-50.3% | $14,116-77.6% | $7,234-56.3% |