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 | $56,454 | $56,054+0.7% | $171,082-67.0% | $62,891-10.2% |
| Participation rate | 53.3% | 62.9%-9.5pp | 76.7%-23.4pp | 69.3%-16.0pp |
| Annual return | 33.89% | 22.52%+11.4pp | 32.56%+1.3pp | 20.14%+13.8pp |
| Employer contribution / active EE | $1,799 | $1,731+4.0% | $4,002-55.0% | $2,281-21.1% |
| Participant deferral / active EE | $3,253 | $3,158+3.0% | $4,797-32.2% | $3,203+1.6% |
| Admin fee / account holder | $13,254 | $3,647+263.4% | $8,520+55.6% | $4,296+208.5% |