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 | $48,094 | $102,317-53.0% | $146,958-67.3% | $80,856-40.5% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.2%-23.6pp | 67.6%-9.1pp |
| Annual return | 17.84% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,904 | $3,713-21.8% | $4,933-41.1% | $2,755+5.4% |
| Participant deferral / active EE | $7,607 | $6,644+14.5% | $8,070-5.7% | $4,296+77.1% |
| Admin fee / account holder | $3,144 | $7,941-60.4% | $12,998-75.8% | $6,918-54.6% |