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 | $44,577 | $65,041-31.5% | $90,951-51.0% | $79,858-44.2% |
| Participation rate | 64.7% | 61.6%+3.1pp | 69.0%-4.3pp | 69.6%-4.9pp |
| Annual return | 19.63% | 30.45%-10.8pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,822 | $1,247+46.1% | $2,122-14.2% | $2,471-26.3% |
| Participant deferral / active EE | $2,982 | $2,512+18.7% | $3,373-11.6% | $3,740-20.3% |
| Admin fee / account holder | $5,193 | $4,536+14.5% | $5,959-12.8% | $5,306-2.1% |