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 3-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 | $54,643 | $95,416-42.7% | $185,823-70.6% | $85,850-36.4% |
| Participation rate | 64.1% | 68.8%-4.7pp | 81.7%-17.6pp | 69.3%-5.2pp |
| Annual return | 12.64% | 23.59%-10.9pp | 122.05%-109.4pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,572 | $3,314-22.4% | $5,167-50.2% | $2,565+0.3% |
| Participant deferral / active EE | $4,804 | $3,423+40.3% | $5,568-13.7% | $3,952+21.6% |
| Admin fee / account holder | $2,645 | $7,213-63.3% | $16,237-83.7% | $6,260-57.8% |