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 | $72,708 | $39,019+86.3% | $80,716-9.9% | $85,850-15.3% |
| Participation rate | 51.3% | 41.5%+9.7pp | 54.2%-2.9pp | 69.3%-18.0pp |
| Annual return | 19.15% | 26.27%-7.1pp | 87.28%-68.1pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,837 | $1,326+38.6% | $2,146-14.4% | $3,952-53.5% |
| Admin fee / account holder | $3,977 | $2,431+63.6% | $3,380+17.7% | $6,260-36.5% |