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 | $37,180 | $51,576-27.9% | $129,207-71.2% | $80,856-54.0% |
| Participation rate | 64.0% | 57.0%+7.0pp | 69.6%-5.6pp | 67.6%-3.6pp |
| Annual return | 22.60% | 20.81%+1.8pp | 9417.33%-9394.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $3,646 | $1,584+130.2% | $4,153-12.2% | $2,755+32.4% |
| Participant deferral / active EE | $5,775 | $2,669+116.4% | $4,168+38.6% | $4,296+34.4% |
| Admin fee / account holder | $2,809 | $4,305-34.8% | $7,715-63.6% | $6,918-59.4% |