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 | $75,477 | $94,625-20.2% | $116,228-35.1% | $84,808-11.0% |
| Participation rate | 62.5% | 70.4%-7.9pp | 74.6%-12.1pp | 68.3%-5.8pp |
| Annual return | 16.98% | 20.40%-3.4pp | 90.06%-73.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,244 | $2,347+38.2% | $2,994+8.3% | $2,631+23.3% |
| Participant deferral / active EE | $6,875 | $3,972+73.1% | $4,953+38.8% | $4,212+63.2% |
| Admin fee / account holder | $16,326 | $10,091+61.8% | $11,989+36.2% | $7,344+122.3% |