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 | $48,475 | $80,717-39.9% | $154,803-68.7% | $84,808-42.8% |
| Participation rate | 69.7% | 66.8%+2.9pp | 78.1%-8.4pp | 68.3%+1.4pp |
| Annual return | 23.63% | 37.96%-14.3pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,471 | $2,761-10.5% | $4,305-42.6% | $2,631-6.1% |
| Participant deferral / active EE | $4,375 | $3,303+32.5% | $5,540-21.0% | $4,212+3.9% |
| Admin fee / account holder | $2,013 | $6,746-70.2% | $14,329-86.0% | $7,344-72.6% |