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 | $51,778 | $100,923-48.7% | $150,045-65.5% | $74,304-30.3% |
| Participation rate | 37.4% | 70.1%-32.7pp | 82.3%-44.9pp | 60.3%-23.0pp |
| Annual return | 16.85% | 51.77%-34.9pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,424 | $3,463-58.9% | $4,693-69.6% | $2,241-36.4% |
| Participant deferral / active EE | $2,203 | $6,709-67.2% | $7,997-72.5% | $3,767-41.5% |
| Admin fee / account holder | $10,265 | $2,767+271.0% | $13,435-23.6% | $2,969+245.8% |