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 | $40,542 | $97,125-58.3% | $86,233-53.0% | $137,256-70.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 16.24% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,274 | $2,841-20.0% | $2,504-9.2% | $4,156-45.3% |
| Participant deferral / active EE | $5,507 | $5,180+6.3% | $4,559+20.8% | $6,407-14.0% |
| Admin fee / account holder | $5,867 | $9,725-39.7% | $8,342-29.7% | $12,270-52.2% |