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 | $34,148 | $177,572-80.8% | $154,803-77.9% | $142,382-76.0% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 12.68% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,160 | $4,810-34.3% | $4,305-26.6% | $4,299-26.5% |
| Participant deferral / active EE | $5,841 | $6,272-6.9% | $5,540+5.4% | $6,507-10.2% |
| Admin fee / account holder | $87,461 | $16,786+421.0% | $14,329+510.4% | $12,624+592.8% |