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 | $85,820 | $117,983-27.3% | $101,794-15.7% | $142,382-39.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 10.03% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,044 | $2,773+45.9% | $2,289+76.7% | $4,299-5.9% |
| Participant deferral / active EE | $6,589 | $4,714+39.8% | $4,084+61.3% | $6,507+1.3% |
| Admin fee / account holder | $31,422 | $10,433+201.2% | $8,777+258.0% | $12,624+148.9% |