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 | $32,545 | $54,705-40.5% | $71,209-54.3% | $84,808-61.6% |
| Participation rate | 65.5% | 64.1%+1.4pp | 73.8%-8.3pp | 68.3%-2.9pp |
| Annual return | 20.26% | 35.90%-15.6pp | 282.51%-262.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,523 | $2,158+16.9% | $2,721-7.3% | $2,631-4.1% |
| Participant deferral / active EE | $3,984 | $3,030+31.5% | $4,175-4.6% | $4,212-5.4% |
| Admin fee / account holder | $1,060 | $4,863-78.2% | $5,349-80.2% | $7,344-85.6% |