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 | $74,370 | $74,927-0.7% | $101,794-26.9% | $84,808-12.3% |
| Participation rate | 38.5% | 61.4%-22.9pp | 69.2%-30.7pp | 68.3%-29.8pp |
| Annual return | 19.76% | 18.70%+1.1pp | 30.53%-10.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,184 | $1,522-22.2% | $2,289-48.3% | $2,631-55.0% |
| Participant deferral / active EE | $5,018 | $3,099+61.9% | $4,084+22.9% | $4,212+19.2% |
| Admin fee / account holder | $857 | $6,514-86.8% | $8,777-90.2% | $7,344-88.3% |