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 | $45,228 | $110,257-59.0% | $96,544-53.2% | $139,434-67.6% |
| Participation rate | 69.6% | 78.1%-8.5pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 24.57% | 26.32%-1.7pp | 25.84%-1.3pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,684 | $3,620+29.4% | $2,965+58.0% | $4,751-1.4% |
| Participant deferral / active EE | $8,484 | $5,548+52.9% | $4,851+74.9% | $6,710+26.4% |
| Admin fee / account holder | $9,085 | $11,591-21.6% | $8,252+10.1% | $11,403-20.3% |