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 | $32,837 | $78,422-58.1% | $95,952-65.8% | $79,858-58.9% |
| Participation rate | 54.1% | 73.5%-19.4pp | 77.1%-23.0pp | 69.6%-15.5pp |
| Annual return | 10.56% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,036 | $1,945-46.8% | $2,541-59.2% | $2,471-58.1% |
| Participant deferral / active EE | $3,131 | $3,440-9.0% | $4,167-24.9% | $3,740-16.3% |
| Admin fee / account holder | $2,994 | $5,622-46.8% | $6,795-55.9% | $5,306-43.6% |