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 | $12,623 | $47,848-73.6% | $81,478-84.5% | $70,131-82.0% |
| Participation rate | 44.4% | 58.3%-13.8pp | 68.0%-23.5pp | 69.5%-25.1pp |
| Annual return | 19.79% | 27.25%-7.5pp | 38.78%-19.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,757 | $1,527+15.0% | $2,568-31.6% | $2,342-25.0% |
| Participant deferral / active EE | $3,719 | $2,453+51.6% | $3,537+5.1% | $3,332+11.6% |
| Admin fee / account holder | $3,441 | $3,145+9.4% | $4,561-24.5% | $4,645-25.9% |