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 6-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 | $65,181 | $109,881-40.7% | $150,045-56.6% | $84,808-23.1% |
| Participation rate | 69.7% | 76.1%-6.3pp | 82.3%-12.6pp | 68.3%+1.4pp |
| Annual return | 17.99% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,707 | $3,561-24.0% | $4,693-42.3% | $2,631+2.9% |
| Participant deferral / active EE | $5,421 | $6,636-18.3% | $7,997-32.2% | $4,212+28.7% |
| Admin fee / account holder | $5,312 | $8,568-38.0% | $13,435-60.5% | $7,344-27.7% |