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 | $51,530 | $81,248-36.6% | $155,509-66.9% | $80,856-36.3% |
| Participation rate | 68.1% | 66.2%+1.9pp | 78.2%-10.1pp | 67.6%+0.4pp |
| Annual return | 14.29% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,498 | $3,100-19.4% | $4,672-46.5% | $2,755-9.3% |
| Participant deferral / active EE | $4,424 | $3,452+28.2% | $5,626-21.4% | $4,296+3.0% |
| Admin fee / account holder | $11,518 | $7,997+44.0% | $15,912-27.6% | $6,918+66.5% |