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 | $30,518 | $70,428-56.7% | $96,562-68.4% | $85,850-64.5% |
| Participation rate | 66.2% | 61.8%+4.4pp | 69.8%-3.6pp | 69.3%-3.1pp |
| Annual return | 13.78% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,647 | $1,413+16.6% | $2,356-30.1% | $2,565-35.8% |
| Participant deferral / active EE | $2,398 | $2,894-17.1% | $3,849-37.7% | $3,952-39.3% |
| Admin fee / account holder | $2,243 | $4,997-55.1% | $6,181-63.7% | $6,260-64.2% |