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 | $55,434 | $76,552-27.6% | $123,892-55.3% | $62,891-11.9% |
| Participation rate | 59.1% | 73.0%-13.9pp | 81.4%-22.3pp | 69.3%-10.2pp |
| Annual return | 31.36% | 18.68%+12.7pp | 47.52%-16.2pp | 20.14%+11.2pp |
| Employer contribution / active EE | $2,351 | $2,883-18.4% | $4,617-49.1% | $2,281+3.1% |
| Participant deferral / active EE | $6,322 | $4,840+30.6% | $5,984+5.6% | $3,203+97.4% |
| Admin fee / account holder | $2,615 | $4,826-45.8% | $8,357-68.7% | $4,296-39.1% |