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 | $88,273 | $63,703+38.6% | $93,063-5.1% | $82,448+7.1% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.1%-18.1pp |
| Annual return | 14.78% | -775.43%+790.2pp | 34.15%-19.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,155 | $1,729-33.2% | $2,476-53.4% | $2,551-54.7% |
| Participant deferral / active EE | $3,170 | $2,919+8.6% | $3,958-19.9% | $4,139-23.4% |
| Admin fee / account holder | $6,305 | $5,982+5.4% | $6,033+4.5% | $7,234-12.8% |