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 | $73,642 | $103,966-29.2% | $112,887-34.8% | $75,163-2.0% |
| Participation rate | 61.7% | 75.7%-14.0pp | 80.5%-18.8pp | 67.2%-5.5pp |
| Annual return | 17.27% | 24.54%-7.3pp | 34.10%-16.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,029 | $3,870-47.6% | $4,563-55.5% | $2,670-24.0% |
| Participant deferral / active EE | $3,684 | $5,456-32.5% | $6,513-43.4% | $4,125-10.7% |
| Admin fee / account holder | $7,065 | $7,663-7.8% | $7,047+0.3% | $5,651+25.0% |