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 | $41,087 | $63,764-35.6% | $81,930-49.9% | $79,858-48.6% |
| Participation rate | 58.3% | 67.5%-9.2pp | 72.0%-13.7pp | 69.6%-11.3pp |
| Annual return | 11.83% | 22.66%-10.8pp | 29.49%-17.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,472 | $1,795-18.0% | $4,310-65.8% | $2,471-40.4% |
| Participant deferral / active EE | $3,604 | $2,780+29.6% | $7,107-49.3% | $3,740-3.6% |
| Admin fee / account holder | $2,037 | $4,426-54.0% | $5,158-60.5% | $5,306-61.6% |