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 | $51,800 | $84,556-38.7% | $116,228-55.4% | $74,304-30.3% |
| Participation rate | 69.4% | 66.0%+3.3pp | 74.6%-5.2pp | 60.3%+9.0pp |
| Annual return | 14.88% | 18.35%-3.5pp | 90.06%-75.2pp | 29.43%-14.5pp |
| Employer contribution / active EE | $603 | $2,168-72.2% | $2,994-79.9% | $2,241-73.1% |
| Participant deferral / active EE | $3,234 | $3,814-15.2% | $4,953-34.7% | $3,767-14.2% |
| Admin fee / account holder | $3,641 | $3,792-4.0% | $11,989-69.6% | $2,969+22.6% |