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 | $34,714 | $80,717-57.0% | $154,803-77.6% | $84,808-59.1% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 33.02% | 37.96%-4.9pp | 58.88%-25.9pp | 40.90%-7.9pp |
| Employer contribution / active EE | $1,904 | $2,761-31.1% | $4,305-55.8% | $2,631-27.6% |
| Participant deferral / active EE | $5,320 | $3,303+61.1% | $5,540-4.0% | $4,212+26.3% |
| Admin fee / account holder | $302 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |