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 | $58,648 | $78,422-25.2% | $95,952-38.9% | $79,858-26.6% |
| Participation rate | 65.9% | 73.5%-7.6pp | 77.1%-11.2pp | 69.6%-3.8pp |
| Annual return | 20.27% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,676 | $1,945-13.8% | $2,541-34.0% | $2,471-32.1% |
| Participant deferral / active EE | $2,961 | $3,440-13.9% | $4,167-28.9% | $3,740-20.8% |
| Admin fee / account holder | $4,612 | $5,622-18.0% | $6,795-32.1% | $5,306-13.1% |