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 | $59,304 | $109,881-46.0% | $150,045-60.5% | $84,808-30.1% |
| Participation rate | 46.2% | 76.1%-29.9pp | 82.3%-36.2pp | 68.3%-22.2pp |
| Annual return | 20.97% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,740 | $3,561-23.1% | $4,693-41.6% | $2,631+4.1% |
| Participant deferral / active EE | $3,351 | $6,636-49.5% | $7,997-58.1% | $4,212-20.4% |
| Admin fee / account holder | $5,340 | $8,568-37.7% | $13,435-60.3% | $7,344-27.3% |