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 | $81,233-38.3% | $155,567-67.8% | $80,874-38.0% |
| Participation rate | 69.8% | 66.2%+3.5pp | 78.2%-8.4pp | 67.6%+2.1pp |
| Annual return | 17.33% | 33.33%-16.0pp | 64.74%-47.4pp | 35.62%-18.3pp |
| Employer contribution / active EE | $3,086 | $3,101-0.5% | $4,674-34.0% | $2,756+12.0% |
| Participant deferral / active EE | $6,567 | $3,452+90.2% | $5,628+16.7% | $4,297+52.8% |
| Admin fee / account holder | $3,071 | $7,998-61.6% | $15,916-80.7% | $6,935-55.7% |