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 | $42,728 | $87,870-51.4% | $113,168-62.2% | $74,304-42.5% |
| Participation rate | 57.3% | 70.7%-13.5pp | 76.6%-19.3pp | 60.3%-3.1pp |
| Annual return | 17.79% | 26.44%-8.6pp | 24.27%-6.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,158 | $2,277-5.2% | $2,975-27.5% | $2,241-3.7% |
| Participant deferral / active EE | $5,937 | $4,241+40.0% | $5,107+16.3% | $3,767+57.6% |
| Admin fee / account holder | $7,870 | $3,368+133.7% | $12,068-34.8% | $2,969+165.1% |