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 | $39,198 | $72,277-45.8% | $101,248-61.3% | $79,858-50.9% |
| Participation rate | 65.3% | 68.5%-3.2pp | 75.8%-10.5pp | 69.6%-4.3pp |
| Annual return | 13.75% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,081 | $2,692+14.5% | $3,660-15.8% | $2,471+24.7% |
| Participant deferral / active EE | $1,407 | $3,282-57.1% | $4,370-67.8% | $3,740-62.4% |
| Admin fee / account holder | $6,135 | $4,400+39.4% | $5,945+3.2% | $5,306+15.6% |