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 | $65,292 | $71,050-8.1% | $93,606-30.2% | $80,856-19.2% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.6%-12.8pp |
| Annual return | 9.98% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,895 | $1,564+21.2% | $2,420-21.7% | $2,755-31.2% |
| Participant deferral / active EE | $3,457 | $4,034-14.3% | $4,411-21.6% | $4,296-19.5% |
| Admin fee / account holder | $9,354 | $6,945+34.7% | $8,285+12.9% | $6,918+35.2% |