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 | $51,117 | $76,670-33.3% | $96,683-47.1% | $71,457-28.5% |
| Participation rate | 55.4% | 66.6%-11.1pp | 74.3%-18.9pp | 67.9%-12.5pp |
| Annual return | 19.97% | 48.29%-28.3pp | 35.69%-15.7pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,713 | $3,031-43.5% | $3,737-54.2% | $2,588-33.8% |
| Participant deferral / active EE | $3,373 | $3,771-10.6% | $4,878-30.9% | $4,289-21.4% |
| Admin fee / account holder | $3,750 | $2,028+84.9% | $6,730-44.3% | $1,587+136.2% |