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 | $50,117 | $81,248-38.3% | $155,509-67.8% | $80,856-38.0% |
| Participation rate | 69.8% | 66.2%+3.5pp | 78.2%-8.4pp | 67.6%+2.1pp |
| Annual return | 17.33% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,086 | $3,100-0.5% | $4,672-33.9% | $2,755+12.0% |
| Participant deferral / active EE | $6,567 | $3,452+90.3% | $5,626+16.7% | $4,296+52.9% |
| Admin fee / account holder | $3,071 | $7,997-61.6% | $15,912-80.7% | $6,918-55.6% |