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 | $76,793 | $95,453-19.5% | $112,040-31.5% | $82,448-6.9% |
| Participation rate | 68.7% | 72.8%-4.1pp | 76.5%-7.8pp | 68.1%+0.6pp |
| Annual return | 14.12% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,336 | $2,318-42.3% | $2,954-54.8% | $2,551-47.6% |
| Participant deferral / active EE | $3,909 | $4,224-7.4% | $5,098-23.3% | $4,139-5.6% |
| Admin fee / account holder | $15,026 | $9,013+66.7% | $12,098+24.2% | $7,234+107.7% |