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 | $109,413-46.3% | $156,263-62.4% | $84,808-30.7% |
| Participation rate | 57.3% | 72.7%-15.4pp | 78.9%-21.6pp | 68.3%-11.0pp |
| Annual return | 17.08% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,833 | $2,907-37.0% | $4,333-57.7% | $2,631-30.3% |
| Participant deferral / active EE | $3,856 | $4,590-16.0% | $6,158-37.4% | $4,212-8.4% |
| Admin fee / account holder | $18,287 | $9,357+95.4% | $14,255+28.3% | $7,344+149.0% |