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 | $80,717-1.3% | $154,803-48.5% | $84,808-6.0% |
| Participation rate | 60.5% | 66.8%-6.3pp | 78.1%-17.5pp | 68.3%-7.8pp |
| Annual return | 45.06% | 37.96%+7.1pp | 58.88%-13.8pp | 40.90%+4.2pp |
| Employer contribution / active EE | $4,638 | $2,761+68.0% | $4,305+7.7% | $2,631+76.3% |
| Participant deferral / active EE | $13,095 | $3,303+296.4% | $5,540+136.3% | $4,212+210.9% |
| Admin fee / account holder | $5,521 | $6,746-18.2% | $14,329-61.5% | $7,344-24.8% |