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 | $98,856 | $77,314+27.9% | $177,989-44.5% | $80,856+22.3% |
| Participation rate | 53.5% | 65.7%-12.2pp | 77.1%-23.6pp | 67.6%-14.1pp |
| Annual return | 17.23% | 18.09%-0.9pp | 294.48%-277.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,138 | $2,292+36.9% | $3,949-20.5% | $2,755+13.9% |
| Participant deferral / active EE | $5,219 | $4,411+18.3% | $6,276-16.9% | $4,296+21.5% |
| Admin fee / account holder | $6,972 | $7,191-3.0% | $10,363-32.7% | $6,918+0.8% |