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 | $37,542 | $80,968-53.6% | $96,544-61.1% | $75,163-50.1% |
| Participation rate | 33.3% | 71.8%-38.4pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 20.69% | 27.06%-6.4pp | 25.84%-5.2pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,452 | $2,282-36.4% | $2,965-51.0% | $2,670-45.6% |
| Participant deferral / active EE | $2,243 | $3,928-42.9% | $4,851-53.8% | $4,125-45.6% |
| Admin fee / account holder | $8,064 | $6,724+19.9% | $8,252-2.3% | $5,651+42.7% |