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 | $46,044 | $81,248-43.3% | $155,509-70.4% | $80,856-43.1% |
| Participation rate | 69.0% | 66.2%+2.7pp | 78.2%-9.2pp | 67.6%+1.3pp |
| Annual return | 10.76% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,302 | $3,100-25.7% | $4,672-50.7% | $2,755-16.4% |
| Participant deferral / active EE | $3,966 | $3,452+14.9% | $5,626-29.5% | $4,296-7.7% |
| Admin fee / account holder | $2,357 | $7,997-70.5% | $15,912-85.2% | $6,918-65.9% |