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 | $41,517 | $60,022-30.8% | $88,946-53.3% | $84,808-51.0% |
| Participation rate | 69.6% | 57.8%+11.8pp | 68.8%+0.8pp | 68.3%+1.3pp |
| Annual return | 19.72% | 22.43%-2.7pp | 57.82%-38.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,404 | $1,703+41.2% | $2,555-5.9% | $2,631-8.6% |
| Participant deferral / active EE | $3,757 | $3,114+20.6% | $4,581-18.0% | $4,212-10.8% |
| Admin fee / account holder | $2,288 | $4,811-52.4% | $8,261-72.3% | $7,344-68.8% |