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 | $36,845 | $81,248-54.7% | $155,509-76.3% | $80,856-54.4% |
| Participation rate | 62.8% | 66.2%-3.4pp | 78.2%-15.4pp | 67.6%-4.8pp |
| Annual return | 19.60% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,652 | $3,100-14.5% | $4,672-43.2% | $2,755-3.7% |
| Participant deferral / active EE | $4,594 | $3,452+33.1% | $5,626-18.4% | $4,296+6.9% |
| Admin fee / account holder | $2,496 | $7,997-68.8% | $15,912-84.3% | $6,918-63.9% |