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 | $41,450 | $78,422-47.1% | $95,952-56.8% | $79,858-48.1% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 22.32% | 19.37%+2.9pp | 91.61%-69.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,592 | $1,945-18.1% | $2,541-37.3% | $2,471-35.5% |
| Participant deferral / active EE | $3,889 | $3,440+13.1% | $4,167-6.7% | $3,740+4.0% |
| Admin fee / account holder | $3,038 | $5,622-46.0% | $6,795-55.3% | $5,306-42.7% |