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 | $53,264 | $77,896-31.6% | $134,172-60.3% | $82,448-35.4% |
| Participation rate | 2.1% | 62.8%-60.7pp | 72.5%-70.3pp | 68.1%-65.9pp |
| Annual return | 20.04% | 18.21%+1.8pp | 25.30%-5.3pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,324 | $2,159-38.7% | $3,420-61.3% | $2,551-48.1% |
| Participant deferral / active EE | $3,060 | $3,162-3.2% | $4,690-34.8% | $4,139-26.1% |
| Admin fee / account holder | $2,827 | $6,336-55.4% | $12,016-76.5% | $7,234-60.9% |