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 | $26,792 | $59,101-54.7% | $77,163-65.3% | $75,163-64.4% |
| Participation rate | 57.8% | 63.9%-6.1pp | 69.6%-11.8pp | 67.2%-9.4pp |
| Annual return | 18.21% | 26.71%-8.5pp | 37.87%-19.7pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,936 | $1,995-2.9% | $2,535-23.6% | $2,670-27.5% |
| Participant deferral / active EE | $3,843 | $2,999+28.1% | $3,833+0.2% | $4,125-6.8% |
| Admin fee / account holder | $1,818 | $4,774-61.9% | $5,472-66.8% | $5,651-67.8% |