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 | $48,435 | $58,208-16.8% | $81,812-40.8% | $80,856-40.1% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 17.34% | 41.66%-24.3pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,339 | $2,340-42.8% | $2,912-54.0% | $2,755-51.4% |
| Participant deferral / active EE | $3,045 | $3,281-7.2% | $4,319-29.5% | $4,296-29.1% |
| Admin fee / account holder | $4,655 | $4,981-6.6% | $7,386-37.0% | $6,918-32.7% |