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 | $43,125 | $46,869-8.0% | $122,332-64.7% | $70,131-38.5% |
| Participation rate | 62.1% | 58.2%+3.9pp | 71.6%-9.6pp | 69.5%-7.5pp |
| Annual return | 17.09% | 24.22%-7.1pp | 30.27%-13.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,028 | $1,288-20.1% | $4,050-74.6% | $2,342-56.1% |
| Participant deferral / active EE | $2,055 | $2,166-5.1% | $3,287-37.5% | $3,332-38.3% |
| Admin fee / account holder | $2,403 | $3,322-27.7% | $5,478-56.1% | $4,645-48.3% |