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 | $62,615 | $67,984-7.9% | $65,493-4.4% | $74,304-15.7% |
| Participation rate | 46.3% | 66.3%-20.0pp | 73.1%-26.8pp | 60.3%-14.1pp |
| Annual return | 12.65% | 19.87%-7.2pp | 982.45%-969.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,757 | $2,491-29.5% | $2,574-31.8% | $2,241-21.6% |
| Participant deferral / active EE | $3,355 | $3,346+0.3% | $3,961-15.3% | $3,767-10.9% |
| Admin fee / account holder | $1,368 | $1,373-0.4% | $5,028-72.8% | $2,969-53.9% |