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 | $27,814 | $68,719-59.5% | $91,541-69.6% | $84,808-67.2% |
| Participation rate | 67.4% | 64.5%+2.9pp | 69.8%-2.4pp | 68.3%-0.9pp |
| Annual return | 16.13% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,930 | $1,920+0.5% | $2,505-22.9% | $2,631-26.6% |
| Participant deferral / active EE | $3,389 | $3,136+8.1% | $4,008-15.4% | $4,212-19.5% |
| Admin fee / account holder | $3,058 | $5,786-47.2% | $6,956-56.0% | $7,344-58.4% |