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 | $80,900 | $87,013-7.0% | $106,213-23.8% | $80,856+0.1% |
| Participation rate | 52.6% | 70.4%-17.8pp | 75.3%-22.6pp | 67.6%-15.0pp |
| Annual return | 11.84% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,284 | $2,395-46.4% | $3,171-59.5% | $2,755-53.4% |
| Participant deferral / active EE | $2,105 | $3,986-47.2% | $5,016-58.0% | $4,296-51.0% |
| Admin fee / account holder | $5,270 | $8,431-37.5% | $11,033-52.2% | $6,918-23.8% |