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 | $29,695 | $65,041-54.3% | $90,951-67.4% | $79,858-62.8% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.4pp |
| Annual return | 21.35% | 30.45%-9.1pp | 134.60%-113.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,796 | $1,247+44.0% | $2,122-15.4% | $2,471-27.3% |
| Participant deferral / active EE | $2,951 | $2,512+17.5% | $3,373-12.5% | $3,740-21.1% |
| Admin fee / account holder | $323 | $4,536-92.9% | $5,959-94.6% | $5,306-93.9% |