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 | $43,320 | $71,050-39.0% | $93,606-53.7% | $80,856-46.4% |
| Participation rate | 68.9% | 60.4%+8.5pp | 68.7%+0.2pp | 67.6%+1.3pp |
| Annual return | 11.59% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,775 | $1,564+13.5% | $2,420-26.7% | $2,755-35.6% |
| Participant deferral / active EE | $3,241 | $4,034-19.7% | $4,411-26.5% | $4,296-24.6% |
| Admin fee / account holder | $1,449 | $6,945-79.1% | $8,285-82.5% | $6,918-79.0% |