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 | $59,893 | $70,428-15.0% | $96,562-38.0% | $85,850-30.2% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 12.97% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,284 | $1,413+61.6% | $2,356-3.1% | $2,565-11.0% |
| Participant deferral / active EE | $4,820 | $2,894+66.6% | $3,849+25.2% | $3,952+22.0% |
| Admin fee / account holder | $4,267 | $4,997-14.6% | $6,181-31.0% | $6,260-31.8% |