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 | $72,068 | $81,460-11.5% | $103,333-30.3% | $80,856-10.9% |
| Participation rate | 49.0% | 66.8%-17.9pp | 74.5%-25.5pp | 67.6%-18.7pp |
| Annual return | 12.44% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,549 | $3,105-17.9% | $3,868-34.1% | $2,755-7.5% |
| Participant deferral / active EE | $5,655 | $3,869+46.2% | $5,057+11.8% | $4,296+31.6% |
| Admin fee / account holder | $3,902 | $6,566-40.6% | $8,355-53.3% | $6,918-43.6% |