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 | $54,254 | $96,484-43.8% | $156,263-65.3% | $74,304-27.0% |
| Participation rate | 68.8% | 67.7%+1.1pp | 78.9%-10.2pp | 60.3%+8.4pp |
| Annual return | 18.49% | 17.73%+0.8pp | 59.47%-41.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,905 | $2,528-24.7% | $4,333-56.0% | $2,241-15.0% |
| Participant deferral / active EE | $3,211 | $4,286-25.1% | $6,158-47.9% | $3,767-14.8% |
| Admin fee / account holder | $4,129 | $3,728+10.8% | $14,255-71.0% | $2,969+39.1% |