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 | $55,736 | $46,553+19.7% | $64,056-13.0% | $75,163-25.8% |
| Participation rate | 28.9% | 65.9%-37.0pp | 72.3%-43.4pp | 67.2%-38.3pp |
| Annual return | 17.61% | 26.03%-8.4pp | 33.69%-16.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,346 | $1,974-31.8% | $2,747-51.0% | $2,670-49.6% |
| Participant deferral / active EE | $2,136 | $2,837-24.7% | $3,880-45.0% | $4,125-48.2% |
| Admin fee / account holder | $1,429 | $2,952-51.6% | $3,068-53.4% | $5,651-74.7% |