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 | $62,065 | $89,753-30.8% | $107,525-42.3% | $84,808-26.8% |
| Participation rate | 52.3% | 68.1%-15.8pp | 75.1%-22.8pp | 68.3%-16.0pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,953 | $3,113-37.3% | $3,754-48.0% | $2,631-25.8% |
| Participant deferral / active EE | $3,330 | $4,056-17.9% | $5,116-34.9% | $4,212-20.9% |
| Admin fee / account holder | $5,750 | $7,222-20.4% | $8,919-35.5% | $7,344-21.7% |