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 | $35,582 | $56,053-36.5% | $75,972-53.2% | $80,856-56.0% |
| Participation rate | 58.8% | 62.0%-3.2pp | 69.1%-10.2pp | 67.6%-8.8pp |
| Annual return | 19.47% | 20.53%-1.1pp | 359.55%-340.1pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,900 | $1,874+1.4% | $2,685-29.2% | $2,755-31.0% |
| Participant deferral / active EE | $2,481 | $3,052-18.7% | $4,255-41.7% | $4,296-42.2% |
| Admin fee / account holder | $4,989 | $5,234-4.7% | $6,467-22.9% | $6,918-27.9% |