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 | $89,753-55.4% | $107,525-62.8% | $84,808-52.8% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 17.50% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,948 | $3,113-5.3% | $3,754-21.5% | $2,631+12.0% |
| Participant deferral / active EE | $3,161 | $4,056-22.1% | $5,116-38.2% | $4,212-24.9% |
| Admin fee / account holder | $1,472 | $7,222-79.6% | $8,919-83.5% | $7,344-80.0% |