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 | $40,042 | $88,672-54.8% | $105,223-61.9% | $82,448-51.4% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 17.50% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,948 | $3,048-3.3% | $3,689-20.1% | $2,551+15.6% |
| Participant deferral / active EE | $3,161 | $4,036-21.7% | $5,072-37.7% | $4,139-23.6% |
| Admin fee / account holder | $1,472 | $7,146-79.4% | $8,859-83.4% | $7,234-79.6% |