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 | $34,856 | $76,050-54.2% | $96,544-63.9% | $71,457-51.2% |
| Participation rate | 51.8% | 74.4%-22.6pp | 76.0%-24.2pp | 67.9%-16.1pp |
| Annual return | 24.43% | 22.81%+1.6pp | 25.84%-1.4pp | 28.85%-4.4pp |
| Employer contribution / active EE | $1,413 | $2,244-37.1% | $2,965-52.4% | $2,588-45.4% |
| Participant deferral / active EE | $3,420 | $4,215-18.9% | $4,851-29.5% | $4,289-20.3% |
| Admin fee / account holder | $1,738 | $2,707-35.8% | $8,252-78.9% | $1,587+9.5% |