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 | $29,667 | $47,848-38.0% | $81,478-63.6% | $70,131-57.7% |
| Participation rate | 62.5% | 58.3%+4.2pp | 68.0%-5.5pp | 69.5%-7.0pp |
| Annual return | 14.56% | 27.25%-12.7pp | 38.78%-24.2pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,325 | $1,527-13.2% | $2,568-48.4% | $2,342-43.4% |
| Participant deferral / active EE | $1,885 | $2,453-23.2% | $3,537-46.7% | $3,332-43.4% |
| Admin fee / account holder | $3,558 | $3,145+13.1% | $4,561-22.0% | $4,645-23.4% |