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 | $85,039 | $88,360-3.8% | $145,433-41.5% | $67,986+25.1% |
| Participation rate | 28.6% | 65.5%-36.9pp | 82.1%-53.5pp | 57.2%-28.6pp |
| Annual return | 16.64% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $1,063 | $3,054-65.2% | $4,554-76.7% | $2,019-47.4% |
| Participant deferral / active EE | $3,755 | $5,932-36.7% | $7,897-52.4% | $3,358+11.8% |
| Admin fee / account holder | $16,841 | $3,313+408.3% | $13,129+28.3% | $3,203+425.8% |