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 | $38,465 | $108,825-64.7% | $156,181-75.4% | $82,448-53.3% |
| Participation rate | 60.7% | 72.4%-11.7pp | 78.8%-18.1pp | 68.1%-7.4pp |
| Annual return | 19.43% | 20.59%-1.2pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,272 | $2,870-20.8% | $4,294-47.1% | $2,551-10.9% |
| Participant deferral / active EE | $4,356 | $4,577-4.8% | $6,132-29.0% | $4,139+5.2% |
| Admin fee / account holder | $3,143 | $9,341-66.3% | $14,586-78.5% | $7,234-56.6% |