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 | $21,132 | $48,364-56.3% | $71,796-70.6% | $62,891-66.4% |
| Participation rate | 61.7% | 60.6%+1.1pp | 69.1%-7.4pp | 69.3%-7.6pp |
| Annual return | 7.70% | 13.16%-5.5pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,428 | $1,042+37.0% | $1,924-25.8% | $2,281-37.4% |
| Participant deferral / active EE | $2,384 | $2,091+14.0% | $2,794-14.7% | $3,203-25.6% |
| Admin fee / account holder | $3,189 | $3,771-15.4% | $4,815-33.8% | $4,296-25.8% |