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 | $42,052 | $73,933-43.1% | $96,683-56.5% | $75,163-44.1% |
| Participation rate | 55.1% | 66.4%-11.3pp | 74.3%-19.3pp | 67.2%-12.1pp |
| Annual return | 15.81% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,308 | $2,928-21.2% | $3,737-38.2% | $2,670-13.5% |
| Participant deferral / active EE | $4,810 | $3,659+31.5% | $4,878-1.4% | $4,125+16.6% |
| Admin fee / account holder | $10,786 | $5,216+106.8% | $6,730+60.3% | $5,651+90.9% |