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 | $35,591 | $109,881-67.6% | $150,045-76.3% | $84,808-58.0% |
| Participation rate | 57.1% | 76.1%-18.9pp | 82.3%-25.2pp | 68.3%-11.2pp |
| Annual return | 51.62% | 28.25%+23.4pp | 62.55%-10.9pp | 40.90%+10.7pp |
| Employer contribution / active EE | $1,817 | $3,561-49.0% | $4,693-61.3% | $2,631-30.9% |
| Participant deferral / active EE | $4,579 | $6,636-31.0% | $7,997-42.7% | $4,212+8.7% |
| Admin fee / account holder | $3,039 | $8,568-64.5% | $13,435-77.4% | $7,344-58.6% |