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 | $57,672 | $100,326-42.5% | $180,183-68.0% | $84,808-32.0% |
| Participation rate | 58.5% | 71.0%-12.5pp | 77.4%-18.9pp | 68.3%-9.8pp |
| Annual return | 21.42% | 17.86%+3.6pp | 27.86%-6.4pp | 40.90%-19.5pp |
| Employer contribution / active EE | $3,754 | $3,269+14.8% | $5,039-25.5% | $2,631+42.7% |
| Participant deferral / active EE | $4,187 | $5,066-17.3% | $6,822-38.6% | $4,212-0.6% |
| Admin fee / account holder | $1,968 | $9,674-79.7% | $19,975-90.2% | $7,344-73.2% |