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 | $22,140 | $81,248-72.8% | $155,509-85.8% | $80,856-72.6% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 16.78% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,684 | $3,100-45.7% | $4,672-64.0% | $2,755-38.9% |
| Participant deferral / active EE | $3,319 | $3,452-3.9% | $5,626-41.0% | $4,296-22.7% |
| Admin fee / account holder | $9,043 | $7,997+13.1% | $15,912-43.2% | $6,918+30.7% |