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 | $109,413-64.8% | $156,263-75.4% | $84,808-54.6% |
| Participation rate | 60.7% | 72.7%-12.0pp | 78.9%-18.2pp | 68.3%-7.6pp |
| Annual return | 19.43% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,272 | $2,907-21.8% | $4,333-47.6% | $2,631-13.6% |
| Participant deferral / active EE | $4,356 | $4,590-5.1% | $6,158-29.3% | $4,212+3.4% |
| Admin fee / account holder | $3,143 | $9,357-66.4% | $14,255-77.9% | $7,344-57.2% |