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 | $19,003 | $48,046-60.4% | $84,611-77.5% | $72,985-74.0% |
| Participation rate | 69.2% | 57.6%+11.6pp | 68.2%+1.0pp | 69.5%-0.3pp |
| Annual return | 26.05% | 37.38%-11.3pp | 258.74%-232.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,543 | $1,602-3.7% | $2,652-41.8% | $2,440-36.8% |
| Participant deferral / active EE | $2,973 | $2,680+10.9% | $3,899-23.8% | $3,607-17.6% |
| Admin fee / account holder | $703 | $3,395-79.3% | $4,912-85.7% | $5,124-86.3% |