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 | $42,401 | $77,899-45.6% | $149,673-71.7% | $75,163-43.6% |
| Participation rate | 65.9% | 65.6%+0.4pp | 78.8%-12.8pp | 67.2%-1.3pp |
| Annual return | 16.03% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,370 | $3,137-56.3% | $4,818-71.6% | $2,670-48.7% |
| Participant deferral / active EE | $1,073 | $3,411-68.5% | $5,680-81.1% | $4,125-74.0% |
| Admin fee / account holder | $3,781 | $5,956-36.5% | $13,210-71.4% | $5,651-33.1% |