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 | $37,083 | $77,896-52.4% | $134,172-72.4% | $82,448-55.0% |
| Participation rate | 69.6% | 62.8%+6.8pp | 72.5%-2.9pp | 68.1%+1.5pp |
| Annual return | 23.24% | 18.21%+5.0pp | 25.30%-2.1pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,089 | $2,159-49.6% | $3,420-68.2% | $2,551-57.3% |
| Participant deferral / active EE | $2,748 | $3,162-13.1% | $4,690-41.4% | $4,139-33.6% |
| Admin fee / account holder | $436 | $6,336-93.1% | $12,016-96.4% | $7,234-94.0% |