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 | $53,021 | $110,257-51.9% | $96,544-45.1% | $139,434-62.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 76.0%-31.5pp | 80.3%-35.9pp |
| Annual return | 28.56% | 26.32%+2.2pp | 25.84%+2.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $2,690 | $3,620-25.7% | $2,965-9.3% | $4,751-43.4% |
| Participant deferral / active EE | $7,784 | $5,548+40.3% | $4,851+60.5% | $6,710+16.0% |
| Admin fee / account holder | $7,912 | $11,591-31.7% | $8,252-4.1% | $11,403-30.6% |