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 | $68,295 | $102,605-33.4% | $145,661-53.1% | $84,808-19.5% |
| Participation rate | 52.6% | 74.3%-21.6pp | 77.2%-24.6pp | 68.3%-15.7pp |
| Annual return | 22.35% | 26.50%-4.2pp | 101.46%-79.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,289 | $3,325-31.1% | $4,238-46.0% | $2,631-13.0% |
| Participant deferral / active EE | $4,602 | $5,750-20.0% | $7,198-36.1% | $4,212+9.3% |
| Admin fee / account holder | $5,707 | $8,758-34.8% | $12,466-54.2% | $7,344-22.3% |