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 | $57,318 | $52,279+9.6% | $89,391-35.9% | $79,858-28.2% |
| Participation rate | 55.8% | 57.5%-1.7pp | 68.0%-12.2pp | 69.6%-13.8pp |
| Annual return | 14.45% | 22.16%-7.7pp | 245.62%-231.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,336 | $1,572-15.0% | $2,586-48.3% | $2,471-45.9% |
| Participant deferral / active EE | $1,912 | $2,740-30.2% | $3,890-50.9% | $3,740-48.9% |
| Admin fee / account holder | $1,092 | $3,356-67.5% | $4,881-77.6% | $5,306-79.4% |