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 | $41,751 | $48,230-13.4% | $67,502-38.1% | $80,856-48.4% |
| Participation rate | 61.5% | 66.4%-4.8pp | 72.9%-11.3pp | 67.6%-6.1pp |
| Annual return | 47.36% | 18.28%+29.1pp | 3512.12%-3464.8pp | 35.59%+11.8pp |
| Employer contribution / active EE | $2,296 | $2,020+13.7% | $2,731-15.9% | $2,755-16.6% |
| Participant deferral / active EE | $3,738 | $2,924+27.9% | $4,000-6.5% | $4,296-13.0% |
| Admin fee / account holder | $443 | $3,681-88.0% | $3,998-88.9% | $6,918-93.6% |