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 | $76,407-16.5% | $150,298-57.5% | $82,448-22.6% |
| Participation rate | 54.8% | 66.4%-11.6pp | 77.8%-22.9pp | 68.1%-13.2pp |
| Annual return | 38.62% | 39.99%-1.4pp | 62.79%-24.2pp | 41.64%-3.0pp |
| Employer contribution / active EE | $1,881 | $2,614-28.0% | $4,154-54.7% | $2,551-26.3% |
| Participant deferral / active EE | $4,963 | $3,214+54.4% | $5,453-9.0% | $4,139+19.9% |
| Admin fee / account holder | $526 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |