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 | $48,966 | $72,492-32.5% | $87,100-43.8% | $72,985-32.9% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 26.06% | 24.46%+1.6pp | 28.19%-2.1pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,317 | $1,894-30.4% | $2,521-47.7% | $2,440-46.0% |
| Participant deferral / active EE | $2,750 | $3,270-15.9% | $4,049-32.1% | $3,607-23.8% |
| Admin fee / account holder | $5,429 | $5,055+7.4% | $7,497-27.6% | $5,124+5.9% |