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 | $58,092 | $78,926-26.4% | $136,749-57.5% | $84,808-31.5% |
| Participation rate | 67.2% | 62.2%+5.1pp | 72.1%-4.9pp | 68.3%-1.1pp |
| Annual return | 31.95% | 18.17%+13.8pp | 24.33%+7.6pp | 40.90%-8.9pp |
| Employer contribution / active EE | $3,656 | $2,134+71.3% | $3,400+7.5% | $2,631+39.0% |
| Participant deferral / active EE | $2,410 | $3,168-23.9% | $4,692-48.6% | $4,212-42.8% |
| Admin fee / account holder | $1,007 | $6,369-84.2% | $11,386-91.2% | $7,344-86.3% |