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 | $63,969 | $77,899-17.9% | $149,673-57.3% | $75,163-14.9% |
| Participation rate | 55.8% | 65.6%-9.8pp | 78.8%-23.0pp | 67.2%-11.4pp |
| Annual return | 16.92% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,508 | $3,137-51.9% | $4,818-68.7% | $2,670-43.5% |
| Participant deferral / active EE | $3,832 | $3,411+12.3% | $5,680-32.5% | $4,125-7.1% |
| Admin fee / account holder | $432 | $5,956-92.7% | $13,210-96.7% | $5,651-92.4% |