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 | $156,461 | $78,926+98.2% | $136,749+14.4% | $84,808+84.5% |
| Participation rate | 64.0% | 62.2%+1.8pp | 72.1%-8.1pp | 68.3%-4.3pp |
| Annual return | 16.96% | 18.17%-1.2pp | 24.33%-7.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $787 | $2,134-63.1% | $3,400-76.9% | $2,631-70.1% |
| Participant deferral / active EE | $2,109 | $3,168-33.4% | $4,692-55.1% | $4,212-49.9% |
| Admin fee / account holder | $2,093 | $6,369-67.1% | $11,386-81.6% | $7,344-71.5% |