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 | $47,377 | $172,478-72.5% | $145,661-67.5% | $142,382-66.7% |
| Participation rate | 52.9% | 80.1%-27.2pp | 77.2%-24.3pp | 80.1%-27.2pp |
| Annual return | 21.47% | 151.09%-129.6pp | 101.46%-80.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,567 | $4,899-27.2% | $4,238-15.8% | $4,299-17.0% |
| Participant deferral / active EE | $5,591 | $8,348-33.0% | $7,198-22.3% | $6,507-14.1% |
| Admin fee / account holder | $1,218 | $16,864-92.8% | $12,466-90.2% | $12,624-90.4% |