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 | $30,777 | $48,046-35.9% | $84,611-63.6% | $72,985-57.8% |
| Participation rate | 56.0% | 57.6%-1.6pp | 68.2%-12.2pp | 69.5%-13.5pp |
| Annual return | 23.12% | 37.38%-14.3pp | 258.74%-235.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,289 | $1,602-19.5% | $2,652-51.4% | $2,440-47.2% |
| Participant deferral / active EE | $1,965 | $2,680-26.7% | $3,899-49.6% | $3,607-45.5% |
| Admin fee / account holder | $4,349 | $3,395+28.1% | $4,912-11.5% | $5,124-15.1% |