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 | $40,488 | $62,573-35.3% | $85,682-52.7% | $85,850-52.8% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.9%-7.4pp | 69.3%-6.8pp |
| Annual return | 14.02% | 23.77%-9.7pp | 21.49%-7.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,003 | $1,757-42.9% | $2,618-61.7% | $2,565-60.9% |
| Participant deferral / active EE | $2,199 | $2,802-21.5% | $3,923-43.9% | $3,952-44.4% |
| Admin fee / account holder | $6,906 | $4,640+48.8% | $6,873+0.5% | $6,260+10.3% |