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 | $37,376 | $49,915-25.1% | $154,803-75.9% | $74,304-49.7% |
| Participation rate | 40.7% | 54.0%-13.2pp | 78.1%-37.4pp | 60.3%-19.6pp |
| Annual return | 25.31% | 34.06%-8.7pp | 58.88%-33.6pp | 29.43%-4.1pp |
| Employer contribution / active EE | $1,475 | $1,611-8.4% | $4,305-65.7% | $2,241-34.2% |
| Participant deferral / active EE | $3,527 | $2,255+56.4% | $5,540-36.4% | $3,767-6.4% |
| Admin fee / account holder | $596 | $2,189-72.8% | $14,329-95.8% | $2,969-79.9% |