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 | $30,741 | $46,869-34.4% | $122,332-74.9% | $70,131-56.2% |
| Participation rate | 67.5% | 58.2%+9.3pp | 71.6%-4.1pp | 69.5%-2.0pp |
| Annual return | 19.08% | 24.22%-5.1pp | 30.27%-11.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,588 | $1,288+23.3% | $4,050-60.8% | $2,342-32.2% |
| Participant deferral / active EE | $3,234 | $2,166+49.3% | $3,287-1.6% | $3,332-2.9% |
| Admin fee / account holder | $1,445 | $3,322-56.5% | $5,478-73.6% | $4,645-68.9% |