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 | $51,385 | $78,483-34.5% | $106,201-51.6% | $74,546-31.1% |
| Participation rate | 67.8% | 72.8%-5.0pp | 75.3%-7.5pp | 67.2%+0.6pp |
| Annual return | 16.83% | 15.94%+0.9pp | 116.26%-99.4pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,414 | $2,522-4.2% | $3,170-23.8% | $2,624-8.0% |
| Participant deferral / active EE | $4,171 | $4,320-3.5% | $5,012-16.8% | $4,347-4.1% |
| Admin fee / account holder | $1,173 | $2,236-47.5% | $11,039-89.4% | $1,944-39.7% |