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 | $31,196 | $115,708-73.0% | $65,255-52.2% | $139,434-77.6% |
| Participation rate | 60.0% | 67.8%-7.8pp | 65.0%-5.0pp | 80.3%-20.3pp |
| Annual return | 25.99% | 31.19%-5.2pp | 47.35%-21.4pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,184 | $2,599-54.5% | $1,691-30.0% | $4,751-75.1% |
| Participant deferral / active EE | $4,122 | $4,240-2.8% | $2,831+45.6% | $6,710-38.6% |
| Admin fee / account holder | $2,510 | $6,698-62.5% | $4,112-39.0% | $11,403-78.0% |