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 | $37,563 | $73,933-49.2% | $96,683-61.1% | $75,163-50.0% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 31.04% | 26.70%+4.3pp | 35.69%-4.7pp | 160.62%-129.6pp |
| Employer contribution / active EE | $2,519 | $2,928-14.0% | $3,737-32.6% | $2,670-5.7% |
| Participant deferral / active EE | $3,428 | $3,659-6.3% | $4,878-29.7% | $4,125-16.9% |
| Admin fee / account holder | $307 | $5,216-94.1% | $6,730-95.4% | $5,651-94.6% |