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 | $34,299 | $95,803-64.2% | $113,168-69.7% | $84,808-59.6% |
| Participation rate | 67.6% | 72.9%-5.2pp | 76.6%-8.9pp | 68.3%-0.7pp |
| Annual return | 14.44% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,312 | $2,360-2.0% | $2,975-22.3% | $2,631-12.1% |
| Participant deferral / active EE | $4,044 | $4,242-4.7% | $5,107-20.8% | $4,212-4.0% |
| Admin fee / account holder | $6,283 | $8,989-30.1% | $12,068-47.9% | $7,344-14.4% |