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 | $66,823 | $161,352-58.6% | $134,172-50.2% | $137,256-51.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 19.36% | 28.72%-9.4pp | 25.30%-5.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $3,623 | $4,099-11.6% | $3,420+5.9% | $4,156-12.8% |
| Participant deferral / active EE | $5,680 | $5,552+2.3% | $4,690+21.1% | $6,407-11.3% |
| Admin fee / account holder | $5,689 | $15,028-62.1% | $12,016-52.7% | $12,270-53.6% |