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 | $34,654 | $81,248-57.3% | $155,509-77.7% | $80,856-57.1% |
| Participation rate | 68.4% | 66.2%+2.2pp | 78.2%-9.8pp | 67.6%+0.8pp |
| Annual return | 18.76% | 33.31%-14.6pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,788 | $3,100-42.3% | $4,672-61.7% | $2,755-35.1% |
| Participant deferral / active EE | $4,201 | $3,452+21.7% | $5,626-25.3% | $4,296-2.2% |
| Admin fee / account holder | $2,184 | $7,997-72.7% | $15,912-86.3% | $6,918-68.4% |