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 | $46,491 | $89,753-48.2% | $107,525-56.8% | $84,808-45.2% |
| Participation rate | 65.9% | 68.1%-2.2pp | 75.1%-9.2pp | 68.3%-2.4pp |
| Annual return | 22.20% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,794 | $3,113-10.3% | $3,754-25.6% | $2,631+6.2% |
| Participant deferral / active EE | $6,527 | $4,056+60.9% | $5,116+27.6% | $4,212+55.0% |
| Admin fee / account holder | $3,866 | $7,222-46.5% | $8,919-56.7% | $7,344-47.4% |