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 | $14,056 | $59,101-76.2% | $77,163-81.8% | $75,163-81.3% |
| Participation rate | 64.6% | 63.9%+0.7pp | 69.6%-5.0pp | 67.2%-2.6pp |
| Annual return | 13.72% | 26.71%-13.0pp | 37.87%-24.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,874 | $1,995-6.1% | $2,535-26.1% | $2,670-29.8% |
| Participant deferral / active EE | $3,251 | $2,999+8.4% | $3,833-15.2% | $4,125-21.2% |
| Admin fee / account holder | $850 | $4,774-82.2% | $5,472-84.5% | $5,651-85.0% |