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 | $36,796 | $78,672-53.2% | $109,143-66.3% | $85,850-57.1% |
| Participation rate | 68.8% | 68.3%+0.5pp | 75.9%-7.1pp | 69.3%-0.5pp |
| Annual return | 13.79% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,233 | $2,735-54.9% | $3,722-66.9% | $2,565-51.9% |
| Participant deferral / active EE | $2,790 | $3,467-19.5% | $4,653-40.0% | $3,952-29.4% |
| Admin fee / account holder | $6,231 | $5,469+13.9% | $6,752-7.7% | $6,260-0.5% |