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 | $51,000 | $68,547-25.6% | $120,354-57.6% | $80,856-36.9% |
| Participation rate | 55.6% | 61.6%-6.0pp | 71.9%-16.4pp | 67.6%-12.1pp |
| Annual return | 14.97% | 23.60%-8.6pp | 107.15%-92.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,111 | $2,051+51.7% | $3,463-10.2% | $2,755+12.9% |
| Participant deferral / active EE | $4,670 | $3,173+47.2% | $4,991-6.4% | $4,296+8.7% |
| Admin fee / account holder | $5,476 | $5,732-4.5% | $9,423-41.9% | $6,918-20.8% |