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 | $53,067 | $59,101-10.2% | $77,163-31.2% | $75,163-29.4% |
| Participation rate | 66.0% | 63.9%+2.1pp | 69.6%-3.6pp | 67.2%-1.2pp |
| Annual return | 15.55% | 26.71%-11.2pp | 37.87%-22.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,474 | $1,995-26.1% | $2,535-41.9% | $2,670-44.8% |
| Participant deferral / active EE | $3,266 | $2,999+8.9% | $3,833-14.8% | $4,125-20.8% |
| Admin fee / account holder | $7,670 | $4,774+60.7% | $5,472+40.2% | $5,651+35.7% |