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 | $41,323 | $53,777-23.2% | $134,143-69.2% | $79,858-48.3% |
| Participation rate | 65.9% | 58.8%+7.1pp | 72.2%-6.3pp | 69.6%-3.8pp |
| Annual return | 20.16% | 19.01%+1.2pp | 36.33%-16.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,752 | $1,321+32.6% | $3,704-52.7% | $2,471-29.1% |
| Participant deferral / active EE | $3,851 | $2,420+59.1% | $3,499+10.1% | $3,740+3.0% |
| Admin fee / account holder | $2,265 | $3,984-43.2% | $6,684-66.1% | $5,306-57.3% |