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 | $112,783 | $76,670+47.1% | $96,683+16.7% | $71,457+57.8% |
| Participation rate | 45.4% | 66.6%-21.2pp | 74.3%-29.0pp | 67.9%-22.6pp |
| Annual return | 16.31% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,549 | $3,031-15.9% | $3,737-31.8% | $2,588-1.5% |
| Participant deferral / active EE | $3,916 | $3,771+3.8% | $4,878-19.7% | $4,289-8.7% |
| Admin fee / account holder | $5,486 | $2,028+170.5% | $6,730-18.5% | $1,587+245.6% |