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 | $22,978 | $89,753-74.4% | $107,525-78.6% | $84,808-72.9% |
| Participation rate | 69.4% | 68.1%+1.4pp | 75.1%-5.6pp | 68.3%+1.1pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,001 | $3,113-35.7% | $3,754-46.7% | $2,631-24.0% |
| Participant deferral / active EE | $3,037 | $4,056-25.1% | $5,116-40.6% | $4,212-27.9% |
| Admin fee / account holder | $3,642 | $7,222-49.6% | $8,919-59.2% | $7,344-50.4% |