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 | $33,035 | $51,175-35.4% | $70,515-53.2% | $75,163-56.0% |
| Participation rate | 63.8% | 60.9%+2.8pp | 68.3%-4.6pp | 67.2%-3.4pp |
| Annual return | 22.50% | 30.02%-7.5pp | 32.77%-10.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $1,573 | $1,826-13.9% | $2,973-47.1% | $2,670-41.1% |
| Participant deferral / active EE | $3,497 | $2,849+22.7% | $4,567-23.4% | $4,125-15.2% |
| Admin fee / account holder | $1,048 | $4,091-74.4% | $6,412-83.7% | $5,651-81.5% |