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 | $50,588 | $71,050-28.8% | $93,606-46.0% | $80,856-37.4% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.6%-8.3pp |
| Annual return | 13.68% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,271 | $1,564-18.7% | $2,420-47.5% | $2,755-53.9% |
| Participant deferral / active EE | $2,756 | $4,034-31.7% | $4,411-37.5% | $4,296-35.8% |
| Admin fee / account holder | $1,111 | $6,945-84.0% | $8,285-86.6% | $6,918-83.9% |