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 | $48,188 | $80,968-40.5% | $96,544-50.1% | $75,163-35.9% |
| Participation rate | 64.5% | 71.8%-7.3pp | 76.0%-11.4pp | 67.2%-2.7pp |
| Annual return | 18.14% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,137 | $2,282-6.3% | $2,965-27.9% | $2,670-19.9% |
| Participant deferral / active EE | $3,823 | $3,928-2.7% | $4,851-21.2% | $4,125-7.3% |
| Admin fee / account holder | $617 | $6,724-90.8% | $8,252-92.5% | $5,651-89.1% |