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 | $64,667 | $58,627+10.3% | $76,735-15.7% | $82,448-21.6% |
| Participation rate | 36.7% | 63.2%-26.6pp | 69.5%-32.8pp | 68.1%-31.4pp |
| Annual return | 18.22% | 39.10%-20.9pp | 29.77%-11.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,395 | $1,729-19.4% | $2,454-43.2% | $2,551-45.3% |
| Participant deferral / active EE | $4,168 | $3,134+33.0% | $4,088+1.9% | $4,139+0.7% |
| Admin fee / account holder | $2,195 | $5,323-58.8% | $7,189-69.5% | $7,234-69.7% |