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 | $45,320 | $48,750-7.0% | $88,946-49.0% | $74,304-39.0% |
| Participation rate | 43.1% | 44.5%-1.4pp | 68.8%-25.8pp | 60.3%-17.3pp |
| Annual return | 36.65% | 25.91%+10.7pp | 57.82%-21.2pp | 29.43%+7.2pp |
| Employer contribution / active EE | $1,319 | $1,255+5.1% | $2,555-48.4% | $2,241-41.1% |
| Participant deferral / active EE | $3,053 | $2,423+26.0% | $4,581-33.4% | $3,767-19.0% |
| Admin fee / account holder | $6,254 | $3,756+66.5% | $8,261-24.3% | $2,969+110.7% |