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 | $39,595 | $72,492-45.4% | $87,100-54.5% | $72,985-45.7% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.9%-23.7pp | 69.5%-16.3pp |
| Annual return | 33.85% | 24.46%+9.4pp | 28.19%+5.7pp | 81.00%-47.2pp |
| Employer contribution / active EE | $1,724 | $1,894-9.0% | $2,521-31.6% | $2,440-29.4% |
| Participant deferral / active EE | $3,439 | $3,270+5.2% | $4,049-15.1% | $3,607-4.7% |
| Admin fee / account holder | $1,473 | $5,055-70.9% | $7,497-80.4% | $5,124-71.3% |