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 | $99,633-42.1% | $183,328-68.5% | $82,448-30.0% |
| Participation rate | 58.5% | 70.8%-12.2pp | 77.3%-18.8pp | 68.1%-9.5pp |
| Annual return | 21.42% | 17.84%+3.6pp | 29.67%-8.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $3,754 | $3,256+15.3% | $5,055-25.7% | $2,551+47.2% |
| Participant deferral / active EE | $4,187 | $4,938-15.2% | $6,795-38.4% | $4,139+1.2% |
| Admin fee / account holder | $1,968 | $9,934-80.2% | $21,427-90.8% | $7,234-72.8% |