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 | $88,772 | $80,717+10.0% | $154,803-42.7% | $84,808+4.7% |
| Participation rate | 63.4% | 66.8%-3.4pp | 78.1%-14.7pp | 68.3%-4.9pp |
| Annual return | 18.38% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,131 | $2,761-59.1% | $4,305-73.7% | $2,631-57.0% |
| Participant deferral / active EE | $5,112 | $3,303+54.8% | $5,540-7.7% | $4,212+21.4% |
| Admin fee / account holder | $5,534 | $6,746-18.0% | $14,329-61.4% | $7,344-24.6% |