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 | $52,353-32.4% | $120,225-70.6% | $82,448-57.1% |
| Participation rate | 45.2% | 58.3%-13.1pp | 69.6%-24.3pp | 68.1%-22.8pp |
| Annual return | 18.78% | 61.85%-43.1pp | 439.23%-420.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,771 | $1,510+17.3% | $3,475-49.0% | $2,551-30.6% |
| Participant deferral / active EE | $2,627 | $2,6270% | $3,999-34.3% | $4,139-36.5% |
| Admin fee / account holder | $4,215 | $4,363-3.4% | $5,696-26.0% | $7,234-41.7% |