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 | $57,210 | $102,382-44.1% | $147,005-61.1% | $80,874-29.3% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 12.42% | 134.89%-122.5pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,579 | $3,715-57.5% | $4,934-68.0% | $2,756-42.7% |
| Participant deferral / active EE | $5,040 | $6,646-24.2% | $8,070-37.5% | $4,297+17.3% |
| Admin fee / account holder | $4,102 | $7,942-48.3% | $13,006-68.5% | $6,935-40.8% |