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 | $50,434 | $58,208-13.4% | $81,812-38.4% | $80,856-37.6% |
| Participation rate | 65.2% | 63.4%+1.7pp | 72.3%-7.2pp | 67.6%-2.5pp |
| Annual return | 15.06% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,153 | $2,340-8.0% | $2,912-26.1% | $2,755-21.8% |
| Participant deferral / active EE | $3,853 | $3,281+17.4% | $4,319-10.8% | $4,296-10.3% |
| Admin fee / account holder | $939 | $4,981-81.1% | $7,386-87.3% | $6,918-86.4% |