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 | $46,221 | $101,724-54.6% | $164,813-72.0% | $80,856-42.8% |
| Participation rate | 65.4% | 71.8%-6.4pp | 78.6%-13.2pp | 67.6%-2.3pp |
| Annual return | 15.91% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,456 | $2,953+17.0% | $4,341-20.4% | $2,755+25.5% |
| Participant deferral / active EE | $7,989 | $4,477+78.4% | $6,031+32.5% | $4,296+86.0% |
| Admin fee / account holder | $4,004 | $8,227-51.3% | $12,690-68.4% | $6,918-42.1% |