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 | $27,843 | $43,075-35.4% | $74,583-62.7% | $62,891-55.7% |
| Participation rate | 60.6% | 58.1%+2.6pp | 68.1%-7.5pp | 69.3%-8.7pp |
| Annual return | 6.43% | 17.50%-11.1pp | 20.47%-14.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,514 | $1,498+1.1% | $2,525-40.0% | $2,281-33.6% |
| Participant deferral / active EE | $1,443 | $2,389-39.6% | $3,458-58.3% | $3,203-55.0% |
| Admin fee / account holder | $4,146 | $2,840+46.0% | $4,138+0.2% | $4,296-3.5% |