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 | $28,295 | $89,753-68.5% | $107,525-73.7% | $84,808-66.6% |
| Participation rate | 56.8% | 68.1%-11.3pp | 75.1%-18.3pp | 68.3%-11.6pp |
| Annual return | 17.70% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,009 | $3,113-35.5% | $3,754-46.5% | $2,631-23.7% |
| Participant deferral / active EE | $2,979 | $4,056-26.6% | $5,116-41.8% | $4,212-29.3% |
| Admin fee / account holder | $1,037 | $7,222-85.6% | $8,919-88.4% | $7,344-85.9% |