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 | $23,844 | $55,706-57.2% | $75,886-68.6% | $72,985-67.3% |
| Participation rate | 66.0% | 61.1%+4.9pp | 69.3%-3.3pp | 69.5%-3.5pp |
| Annual return | 31.49% | 27.59%+3.9pp | 30.76%+0.7pp | 81.00%-49.5pp |
| Employer contribution / active EE | $1,483 | $1,687-12.1% | $2,500-40.7% | $2,440-39.2% |
| Participant deferral / active EE | $2,732 | $2,634+3.7% | $3,603-24.2% | $3,607-24.3% |
| Admin fee / account holder | $3,556 | $3,978-10.6% | $5,418-34.4% | $5,124-30.6% |