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 | $85,515-50.0% | $112,040-61.9% | $67,986-37.2% |
| Participation rate | 57.3% | 68.2%-10.9pp | 76.5%-19.2pp | 57.2%+0.1pp |
| Annual return | 17.79% | 29.68%-11.9pp | 24.52%-6.7pp | 31.67%-13.9pp |
| Employer contribution / active EE | $2,158 | $2,191-1.5% | $2,954-26.9% | $2,019+6.9% |
| Participant deferral / active EE | $5,937 | $4,014+47.9% | $5,098+16.5% | $3,358+76.8% |
| Admin fee / account holder | $7,870 | $3,774+108.5% | $12,098-35.0% | $3,203+145.7% |