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 | $27,610 | $172,111-84.0% | $150,298-81.6% | $137,256-79.9% |
| Participation rate | 46.2% | 81.7%-35.6pp | 77.8%-31.6pp | 80.0%-33.8pp |
| Annual return | 18.23% | 69.37%-51.1pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,114 | $4,636-32.8% | $4,154-25.0% | $4,156-25.1% |
| Participant deferral / active EE | $5,840 | $6,166-5.3% | $5,453+7.1% | $6,407-8.8% |
| Admin fee / account holder | $4,074 | $16,471-75.3% | $14,116-71.1% | $12,270-66.8% |