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 | $60,330 | $127,065-52.5% | $113,168-46.7% | $142,382-57.6% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 21.79% | 24.03%-2.2pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,517 | $3,442-55.9% | $2,975-49.0% | $4,299-64.7% |
| Participant deferral / active EE | $7,700 | $5,716+34.7% | $5,107+50.8% | $6,507+18.3% |
| Admin fee / account holder | $1,289 | $15,736-91.8% | $12,068-89.3% | $12,624-89.8% |