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 | $50,626 | $101,763-50.3% | $164,866-69.3% | $80,874-37.4% |
| Participation rate | 69.6% | 71.8%-2.3pp | 78.6%-9.0pp | 67.6%+1.9pp |
| Annual return | 11.91% | 16.73%-4.8pp | 69.97%-58.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,187 | $2,954-26.0% | $4,343-49.6% | $2,756-20.6% |
| Participant deferral / active EE | $3,985 | $4,477-11.0% | $6,033-33.9% | $4,297-7.2% |
| Admin fee / account holder | $14,429 | $8,228+75.4% | $12,689+13.7% | $6,935+108.0% |