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 | $50,856 | $48,750+4.3% | $88,946-42.8% | $74,304-31.6% |
| Participation rate | 36.6% | 44.5%-7.9pp | 68.8%-32.2pp | 60.3%-23.7pp |
| Annual return | 17.51% | 25.91%-8.4pp | 57.82%-40.3pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,141 | $1,255-9.1% | $2,555-55.4% | $2,241-49.1% |
| Participant deferral / active EE | $2,067 | $2,423-14.7% | $4,581-54.9% | $3,767-45.1% |
| Admin fee / account holder | $5,076 | $3,756+35.2% | $8,261-38.6% | $2,969+71.0% |