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 | $23,633 | $72,012-67.2% | $185,823-87.3% | $79,858-70.4% |
| Participation rate | 69.6% | 65.8%+3.9pp | 78.0%-8.4pp | 69.6%0pp |
| Annual return | 12.92% | 23.12%-10.2pp | 35.95%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,176 | $1,965-40.1% | $4,087-71.2% | $2,471-52.4% |
| Participant deferral / active EE | $2,681 | $3,779-29.0% | $5,632-52.4% | $3,740-28.3% |
| Admin fee / account holder | $4,849 | $4,513+7.4% | $9,500-49.0% | $5,306-8.6% |