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 | $58,734 | $108,825-46.0% | $156,181-62.4% | $82,448-28.8% |
| Participation rate | 57.3% | 72.4%-15.1pp | 78.8%-21.5pp | 68.1%-10.8pp |
| Annual return | 17.08% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,833 | $2,870-36.1% | $4,294-57.3% | $2,551-28.2% |
| Participant deferral / active EE | $3,856 | $4,577-15.8% | $6,132-37.1% | $4,139-6.8% |
| Admin fee / account holder | $18,287 | $9,341+95.8% | $14,586+25.4% | $7,234+152.8% |