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 | $44,853 | $80,968-44.6% | $96,544-53.5% | $75,163-40.3% |
| Participation rate | 69.1% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+2.0pp |
| Annual return | 20.25% | 27.06%-6.8pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,092 | $2,282-52.2% | $2,965-63.2% | $2,670-59.1% |
| Participant deferral / active EE | $5,133 | $3,928+30.7% | $4,851+5.8% | $4,125+24.4% |
| Admin fee / account holder | $2,306 | $6,724-65.7% | $8,252-72.1% | $5,651-59.2% |