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 | $44,943 | $58,512-23.2% | $84,015-46.5% | $72,985-38.4% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 22.69% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,369 | $1,163+17.7% | $1,983-31.0% | $2,440-43.9% |
| Participant deferral / active EE | $2,799 | $2,394+16.9% | $3,239-13.6% | $3,607-22.4% |
| Admin fee / account holder | $427 | $4,569-90.7% | $6,101-93.0% | $5,124-91.7% |