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 | $81,702 | $87,013-6.1% | $106,213-23.1% | $80,856+1.0% |
| Participation rate | 67.7% | 70.4%-2.7pp | 75.3%-7.5pp | 67.6%+0.1pp |
| Annual return | 10.87% | 17.05%-6.2pp | 116.14%-105.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,207 | $2,395-49.6% | $3,171-61.9% | $2,755-56.2% |
| Participant deferral / active EE | $4,757 | $3,986+19.3% | $5,016-5.2% | $4,296+10.7% |
| Admin fee / account holder | $1,131 | $8,431-86.6% | $11,033-89.8% | $6,918-83.7% |