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 | $35,523 | $72,277-50.9% | $101,248-64.9% | $79,858-55.5% |
| Participation rate | 58.7% | 68.5%-9.8pp | 75.8%-17.1pp | 69.6%-10.9pp |
| Annual return | 13.53% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $970 | $2,692-64.0% | $3,660-73.5% | $2,471-60.8% |
| Participant deferral / active EE | $2,705 | $3,282-17.6% | $4,370-38.1% | $3,740-27.7% |
| Admin fee / account holder | $5,883 | $4,400+33.7% | $5,945-1.1% | $5,306+10.9% |