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 | $41,741 | $56,110-25.6% | $94,993-56.1% | $70,131-40.5% |
| Participation rate | 63.0% | 65.0%-2.0pp | 73.9%-10.9pp | 69.5%-6.6pp |
| Annual return | 16.08% | 51.02%-34.9pp | 27.12%-11.0pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,551 | $1,442+7.6% | $2,603-40.4% | $2,342-33.8% |
| Participant deferral / active EE | $3,729 | $2,391+56.0% | $3,317+12.4% | $3,332+11.9% |
| Admin fee / account holder | $4,251 | $3,456+23.0% | $4,960-14.3% | $4,645-8.5% |