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 | $163,351 | $94,625+72.6% | $116,228+40.5% | $84,808+92.6% |
| Participation rate | 63.8% | 70.4%-6.7pp | 74.6%-10.8pp | 68.3%-4.5pp |
| Annual return | 13.65% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,258 | $2,347-46.4% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $4,504 | $3,972+13.4% | $4,953-9.1% | $4,212+6.9% |
| Admin fee / account holder | $4,136 | $10,091-59.0% | $11,989-65.5% | $7,344-43.7% |