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 | $109,446 | $106,749+2.5% | $145,433-24.7% | $82,448+32.7% |
| Participation rate | 22.2% | 75.6%-53.4pp | 82.1%-59.9pp | 68.1%-45.8pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,177 | $3,444-65.8% | $4,554-74.2% | $2,551-53.8% |
| Participant deferral / active EE | $2,508 | $6,519-61.5% | $7,897-68.2% | $4,139-39.4% |
| Admin fee / account holder | $4,674 | $8,390-44.3% | $13,129-64.4% | $7,234-35.4% |