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 | $32,373 | $25,014+29.4% | $69,647-53.5% | $80,856-60.0% |
| Participation rate | 69.0% | 64.2%+4.8pp | 66.5%+2.6pp | 67.6%+1.4pp |
| Annual return | 16.32% | 19.07%-2.8pp | 100.48%-84.2pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,042 | $993+206.3% | $1,712+77.6% | $2,755+10.4% |
| Participant deferral / active EE | $4,768 | $1,839+159.3% | $2,886+65.2% | $4,296+11.0% |
| Admin fee / account holder | $2,357 | $2,488-5.3% | $4,713-50.0% | $6,918-65.9% |