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 | $35,376 | $53,516-33.9% | $126,539-72.0% | $84,808-58.3% |
| Participation rate | 45.2% | 58.2%-13.0pp | 69.8%-24.6pp | 68.3%-23.1pp |
| Annual return | 18.78% | 58.34%-39.6pp | 425.95%-407.2pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,771 | $1,535+15.4% | $3,674-51.8% | $2,631-32.7% |
| Participant deferral / active EE | $2,627 | $2,671-1.6% | $4,083-35.7% | $4,212-37.6% |
| Admin fee / account holder | $4,215 | $4,497-6.3% | $6,065-30.5% | $7,344-42.6% |