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 | $36,691 | $48,364-24.1% | $71,796-48.9% | $62,891-41.7% |
| Participation rate | 64.1% | 60.6%+3.5pp | 69.1%-5.0pp | 69.3%-5.2pp |
| Annual return | 9.79% | 13.16%-3.4pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,089 | $1,042+4.6% | $1,924-43.4% | $2,281-52.2% |
| Participant deferral / active EE | $3,646 | $2,091+74.4% | $2,794+30.5% | $3,203+13.8% |
| Admin fee / account holder | $1,833 | $3,771-51.4% | $4,815-61.9% | $4,296-57.3% |