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 | $53,078 | $118,450-55.2% | $98,439-46.1% | $139,434-61.9% |
| Participation rate | 38.5% | 77.4%-39.0pp | 75.2%-36.7pp | 80.3%-41.9pp |
| Annual return | 21.50% | 18.94%+2.6pp | 21.16%+0.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,695 | $3,609-53.0% | $3,048-44.4% | $4,751-64.3% |
| Participant deferral / active EE | $2,374 | $5,392-56.0% | $4,738-49.9% | $6,710-64.6% |
| Admin fee / account holder | $3,164 | $14,026-77.4% | $8,948-64.6% | $11,403-72.2% |