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 | $234,046 | $95,803+144.3% | $113,168+106.8% | $84,808+176.0% |
| Participation rate | 48.0% | 72.9%-24.9pp | 76.6%-28.6pp | 68.3%-20.3pp |
| Annual return | 13.43% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,047 | $2,360-55.7% | $2,975-64.8% | $2,631-60.2% |
| Participant deferral / active EE | $5,939 | $4,242+40.0% | $5,107+16.3% | $4,212+41.0% |
| Admin fee / account holder | $30,981 | $8,989+244.7% | $12,068+156.7% | $7,344+321.9% |