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 | $39,837 | $81,248-51.0% | $155,509-74.4% | $80,856-50.7% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.6%-5.9pp |
| Annual return | 14.64% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,719 | $3,100+19.9% | $4,672-20.4% | $2,755+35.0% |
| Participant deferral / active EE | $6,670 | $3,452+93.2% | $5,626+18.5% | $4,296+55.3% |
| Admin fee / account holder | $7,668 | $7,997-4.1% | $15,912-51.8% | $6,918+10.8% |