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 | $21,290 | $57,016-62.7% | $84,966-74.9% | $80,856-73.7% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 20.69% | 21.66%-1.0pp | 66.38%-45.7pp | 35.59%-14.9pp |
| Employer contribution / active EE | $3,471 | $1,798+93.1% | $2,727+27.3% | $2,755+26.0% |
| Participant deferral / active EE | $1,198 | $3,110-61.5% | $4,519-73.5% | $4,296-72.1% |
| Admin fee / account holder | $4,347 | $4,980-12.7% | $6,149-29.3% | $6,918-37.2% |