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 | $65,179 | $68,547-4.9% | $120,354-45.8% | $80,856-19.4% |
| Participation rate | 51.8% | 61.6%-9.8pp | 71.9%-20.1pp | 67.6%-15.8pp |
| Annual return | 10.49% | 23.60%-13.1pp | 107.15%-96.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,673 | $2,051-18.4% | $3,463-51.7% | $2,755-39.3% |
| Participant deferral / active EE | $3,340 | $3,173+5.2% | $4,991-33.1% | $4,296-22.3% |
| Admin fee / account holder | $8,512 | $5,732+48.5% | $9,423-9.7% | $6,918+23.0% |