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 | $36,290 | $71,050-48.9% | $93,606-61.2% | $80,856-55.1% |
| Participation rate | 68.6% | 60.4%+8.2pp | 68.7%-0.1pp | 67.6%+1.0pp |
| Annual return | 15.55% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,659 | $1,564+6.1% | $2,420-31.4% | $2,755-39.8% |
| Participant deferral / active EE | $2,250 | $4,034-44.2% | $4,411-49.0% | $4,296-47.6% |
| Admin fee / account holder | $4,764 | $6,945-31.4% | $8,285-42.5% | $6,918-31.1% |