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 | $44,018 | $55,706-21.0% | $75,886-42.0% | $72,985-39.7% |
| Participation rate | 67.6% | 61.1%+6.4pp | 69.3%-1.7pp | 69.5%-1.9pp |
| Annual return | 21.12% | 27.59%-6.5pp | 30.76%-9.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,889 | $1,687+12.0% | $2,500-24.5% | $2,440-22.6% |
| Participant deferral / active EE | $3,409 | $2,634+29.4% | $3,603-5.4% | $3,607-5.5% |
| Admin fee / account holder | $7,434 | $3,978+86.9% | $5,418+37.2% | $5,124+45.1% |