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 | $63,464 | $106,749-40.5% | $145,433-56.4% | $82,448-23.0% |
| Participation rate | 59.7% | 75.6%-16.0pp | 82.1%-22.4pp | 68.1%-8.4pp |
| Annual return | 19.42% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,324 | $3,444-32.5% | $4,554-49.0% | $2,551-8.9% |
| Participant deferral / active EE | $8,032 | $6,519+23.2% | $7,897+1.7% | $4,139+94.0% |
| Admin fee / account holder | $5,129 | $8,390-38.9% | $13,129-60.9% | $7,234-29.1% |