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 | $25,956 | $72,492-64.2% | $87,100-70.2% | $72,985-64.4% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.5pp | 69.5%-5.1pp |
| Annual return | 19.14% | 24.46%-5.3pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,327 | $1,894-29.9% | $2,521-47.4% | $2,440-45.6% |
| Participant deferral / active EE | $3,213 | $3,270-1.7% | $4,049-20.7% | $3,607-10.9% |
| Admin fee / account holder | $1,354 | $5,055-73.2% | $7,497-81.9% | $5,124-73.6% |