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 | $26,962 | $62,672-57.0% | $185,117-85.4% | $70,131-61.6% |
| Participation rate | 65.6% | 63.8%+1.8pp | 77.3%-11.6pp | 69.5%-3.9pp |
| Annual return | 24.65% | 40.79%-16.1pp | 40.50%-15.8pp | 73.14%-48.5pp |
| Employer contribution / active EE | $3,113 | $1,753+77.6% | $4,182-25.5% | $2,342+32.9% |
| Participant deferral / active EE | $4,294 | $3,272+31.2% | $5,045-14.9% | $3,332+28.9% |
| Admin fee / account holder | $4,395 | $3,932+11.8% | $8,159-46.1% | $4,645-5.4% |