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 | $37,773 | $56,897-33.6% | $84,750-55.4% | $62,891-39.9% |
| Participation rate | 69.0% | 68.5%+0.4pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 5.45% | 6.30%-0.9pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,679 | $2,400-30.0% | $3,574-53.0% | $2,281-26.4% |
| Participant deferral / active EE | $3,283 | $2,709+21.2% | $3,712-11.5% | $3,203+2.5% |
| Admin fee / account holder | $3,256 | $3,581-9.1% | $5,332-38.9% | $4,296-24.2% |