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 | $33,157 | $76,552-56.7% | $123,892-73.2% | $62,891-47.3% |
| Participation rate | 64.4% | 73.0%-8.6pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 12.51% | 18.68%-6.2pp | 47.52%-35.0pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,940 | $2,883-32.7% | $4,617-58.0% | $2,281-14.9% |
| Participant deferral / active EE | $5,181 | $4,840+7.1% | $5,984-13.4% | $3,203+61.8% |
| Admin fee / account holder | $1,545 | $4,826-68.0% | $8,357-81.5% | $4,296-64.0% |