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 | $32,588 | $80,673-59.6% | $101,326-67.8% | $84,808-61.6% |
| Participation rate | 53.5% | 77.8%-24.3pp | 81.5%-28.0pp | 68.3%-14.8pp |
| Annual return | 16.78% | 38.95%-22.2pp | 36.82%-20.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,957 | $2,698-27.5% | $3,665-46.6% | $2,631-25.6% |
| Participant deferral / active EE | $4,596 | $6,840-32.8% | $7,994-42.5% | $4,212+9.1% |
| Admin fee / account holder | $10,411 | $12,784-18.6% | $11,185-6.9% | $7,344+41.8% |