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 | $42,856 | $49,915-14.1% | $154,803-72.3% | $74,304-42.3% |
| Participation rate | 55.5% | 54.0%+1.5pp | 78.1%-22.6pp | 60.3%-4.9pp |
| Annual return | 12.42% | 34.06%-21.6pp | 58.88%-46.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,394 | $1,611-13.5% | $4,305-67.6% | $2,241-37.8% |
| Participant deferral / active EE | $870 | $2,255-61.4% | $5,540-84.3% | $3,767-76.9% |
| Admin fee / account holder | $734 | $2,189-66.5% | $14,329-94.9% | $2,969-75.3% |