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 | $68,143 | $56,357+20.9% | $104,294-34.7% | $68,494-0.5% |
| Participation rate | 49.2% | 63.3%-14.1pp | 73.3%-24.1pp | 67.9%-18.7pp |
| Annual return | 38.68% | -9.19%+47.9pp | 24.61%+14.1pp | -7.84%+46.5pp |
| Employer contribution / active EE | $1,202 | $1,960-38.7% | $3,372-64.4% | $2,596-53.7% |
| Participant deferral / active EE | $2,785 | $3,077-9.5% | $4,625-39.8% | $4,027-30.9% |
| Admin fee / account holder | $3,672 | $4,903-25.1% | $7,339-50.0% | $5,403-32.0% |