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 | $79,688 | $76,407+4.3% | $150,298-47.0% | $82,448-3.3% |
| Participation rate | 60.5% | 66.4%-5.9pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 45.06% | 39.99%+5.1pp | 62.79%-17.7pp | 41.64%+3.4pp |
| Employer contribution / active EE | $4,638 | $2,614+77.4% | $4,154+11.6% | $2,551+81.8% |
| Participant deferral / active EE | $13,095 | $3,214+307.4% | $5,453+140.2% | $4,139+216.3% |
| Admin fee / account holder | $5,521 | $6,352-13.1% | $14,116-60.9% | $7,234-23.7% |