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 10-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 | $62,280 | $148,978-58.2% | $200,582-69.0% | $84,808-26.6% |
| Participation rate | 65.6% | 84.2%-18.6pp | 86.9%-21.3pp | 68.3%-2.7pp |
| Annual return | 18.58% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,684 | $4,815-65.0% | $6,419-73.8% | $2,631-36.0% |
| Participant deferral / active EE | $4,997 | $7,142-30.0% | $9,331-46.4% | $4,212+18.7% |
| Admin fee / account holder | $5,238 | $13,977-62.5% | $16,305-67.9% | $7,344-28.7% |