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 | $31,853 | $48,230-34.0% | $67,502-52.8% | $80,856-60.6% |
| Participation rate | 66.0% | 66.4%-0.4pp | 72.9%-6.9pp | 67.6%-1.6pp |
| Annual return | 16.93% | 18.28%-1.3pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,400 | $2,020-30.7% | $2,731-48.7% | $2,755-49.2% |
| Participant deferral / active EE | $3,592 | $2,924+22.8% | $4,000-10.2% | $4,296-16.4% |
| Admin fee / account holder | $583 | $3,681-84.2% | $3,998-85.4% | $6,918-91.6% |