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 | $63,831 | $80,717-20.9% | $154,803-58.8% | $84,808-24.7% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.2pp | 68.3%-13.5pp |
| Annual return | 38.62% | 37.96%+0.7pp | 58.88%-20.3pp | 40.90%-2.3pp |
| Employer contribution / active EE | $1,881 | $2,761-31.9% | $4,305-56.3% | $2,631-28.5% |
| Participant deferral / active EE | $4,963 | $3,303+50.2% | $5,540-10.4% | $4,212+17.8% |
| Admin fee / account holder | $526 | $6,746-92.2% | $14,329-96.3% | $7,344-92.8% |