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 | $100,598 | $80,724+24.6% | $103,333-2.6% | $74,495+35.0% |
| Participation rate | 51.4% | 65.7%-14.3pp | 74.5%-23.1pp | 67.2%-15.8pp |
| Annual return | 13.69% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,639 | $3,157-48.1% | $3,868-57.6% | $2,623-37.5% |
| Participant deferral / active EE | $4,955 | $3,860+28.4% | $5,057-2.0% | $4,346+14.0% |
| Admin fee / account holder | $10,541 | $2,368+345.1% | $8,355+26.2% | $1,942+442.9% |