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 | $5,474 | $51,175-89.3% | $70,515-92.2% | $75,163-92.7% |
| Participation rate | 61.5% | 60.9%+0.6pp | 68.3%-6.8pp | 67.2%-5.7pp |
| Annual return | 19.66% | 30.02%-10.4pp | 32.77%-13.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $876 | $1,826-52.0% | $2,973-70.5% | $2,670-67.2% |
| Participant deferral / active EE | $2,307 | $2,849-19.0% | $4,567-49.5% | $4,125-44.1% |
| Admin fee / account holder | $613 | $4,091-85.0% | $6,412-90.4% | $5,651-89.2% |