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 10-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 | $52,214 | $73,933-29.4% | $96,683-46.0% | $75,163-30.5% |
| Participation rate | 65.0% | 66.4%-1.4pp | 74.3%-9.3pp | 67.2%-2.2pp |
| Annual return | 15.25% | 26.70%-11.5pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,457 | $2,928-50.2% | $3,737-61.0% | $2,670-45.4% |
| Participant deferral / active EE | $4,808 | $3,659+31.4% | $4,878-1.4% | $4,125+16.6% |
| Admin fee / account holder | $5,228 | $5,216+0.2% | $6,730-22.3% | $5,651-7.5% |