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 | $39,559 | $51,175-22.7% | $70,515-43.9% | $75,163-47.4% |
| Participation rate | 66.7% | 60.9%+5.7pp | 68.3%-1.7pp | 67.2%-0.5pp |
| Annual return | 14.71% | 30.02%-15.3pp | 32.77%-18.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,629 | $1,826+43.9% | $2,973-11.6% | $2,670-1.5% |
| Participant deferral / active EE | $5,753 | $2,849+101.9% | $4,567+26.0% | $4,125+39.5% |
| Admin fee / account holder | $4,751 | $4,091+16.2% | $6,412-25.9% | $5,651-15.9% |