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 | $49,330 | $53,516-7.8% | $126,539-61.0% | $84,808-41.8% |
| Participation rate | 50.6% | 58.2%-7.6pp | 69.8%-19.2pp | 68.3%-17.7pp |
| Annual return | 19.01% | 58.34%-39.3pp | 425.95%-406.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,583 | $1,535+3.2% | $3,674-56.9% | $2,631-39.8% |
| Participant deferral / active EE | $2,514 | $2,671-5.9% | $4,083-38.4% | $4,212-40.3% |
| Admin fee / account holder | $2,686 | $4,497-40.3% | $6,065-55.7% | $7,344-63.4% |