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 10-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 | $33,249 | $72,277-54.0% | $101,248-67.2% | $79,858-58.4% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 19.35% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,460 | $2,692+28.6% | $3,660-5.4% | $2,471+40.1% |
| Participant deferral / active EE | $5,666 | $3,282+72.7% | $4,370+29.6% | $3,740+51.5% |
| Admin fee / account holder | $4,741 | $4,400+7.7% | $5,945-20.3% | $5,306-10.6% |