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 | $91,942 | $117,983-22.1% | $101,794-9.7% | $142,382-35.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 20.90% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $5,456 | $2,773+96.8% | $2,289+138.4% | $4,299+26.9% |
| Participant deferral / active EE | $1,186 | $4,714-74.8% | $4,084-71.0% | $6,507-81.8% |
| Admin fee / account holder | $662 | $10,433-93.7% | $8,777-92.5% | $12,624-94.8% |