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 | $31,008 | $81,233-61.8% | $155,567-80.1% | $80,874-61.7% |
| Participation rate | 63.4% | 66.2%-2.8pp | 78.2%-14.8pp | 67.6%-4.2pp |
| Annual return | 12.47% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,282 | $3,101-58.6% | $4,674-72.6% | $2,756-53.5% |
| Participant deferral / active EE | $3,081 | $3,452-10.7% | $5,628-45.2% | $4,297-28.3% |
| Admin fee / account holder | $437 | $7,998-94.5% | $15,916-97.3% | $6,935-93.7% |