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 | $52,847 | $46,553+13.5% | $64,056-17.5% | $75,163-29.7% |
| Participation rate | 63.3% | 65.9%-2.6pp | 72.3%-9.0pp | 67.2%-3.9pp |
| Annual return | 20.59% | 26.03%-5.4pp | 33.69%-13.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,870 | $1,974+45.4% | $2,747+4.5% | $2,670+7.5% |
| Participant deferral / active EE | $3,927 | $2,837+38.4% | $3,880+1.2% | $4,125-4.8% |
| Admin fee / account holder | $5,181 | $2,952+75.5% | $3,068+68.9% | $5,651-8.3% |