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 | $16,010 | $77,899-79.4% | $149,673-89.3% | $75,163-78.7% |
| Participation rate | 65.9% | 65.6%+0.3pp | 78.8%-12.9pp | 67.2%-1.3pp |
| Annual return | 36.58% | 31.72%+4.9pp | 134.42%-97.8pp | 160.62%-124.0pp |
| Employer contribution / active EE | $3,098 | $3,137-1.3% | $4,818-35.7% | $2,670+16.0% |
| Participant deferral / active EE | $1,172 | $3,411-65.6% | $5,680-79.4% | $4,125-71.6% |
| Admin fee / account holder | $1,671 | $5,956-71.9% | $13,210-87.3% | $5,651-70.4% |