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 | $53,604 | $88,672-39.5% | $105,223-49.1% | $82,448-35.0% |
| Participation rate | 47.6% | 67.9%-20.3pp | 75.0%-27.4pp | 68.1%-20.4pp |
| Annual return | 15.14% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,492 | $3,048+14.6% | $3,689-5.3% | $2,551+36.9% |
| Participant deferral / active EE | $4,449 | $4,036+10.2% | $5,072-12.3% | $4,139+7.5% |
| Admin fee / account holder | $1,972 | $7,146-72.4% | $8,859-77.7% | $7,234-72.7% |