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 | $34,453 | $61,272-43.8% | $149,673-77.0% | $71,457-51.8% |
| Participation rate | 69.2% | 62.5%+6.7pp | 78.8%-9.6pp | 67.9%+1.2pp |
| Annual return | 15.33% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,160 | $2,378-51.2% | $4,818-75.9% | $2,588-55.2% |
| Participant deferral / active EE | $2,047 | $2,917-29.8% | $5,680-64.0% | $4,289-52.3% |
| Admin fee / account holder | $1,796 | $1,261+42.4% | $13,210-86.4% | $1,587+13.1% |