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 | $46,328 | $52,681-12.1% | $75,781-38.9% | $59,632-22.3% |
| Participation rate | 69.1% | 67.2%+1.9pp | 75.8%-6.7pp | 68.7%+0.4pp |
| Annual return | 10.57% | 2.95%+7.6pp | 9.68%+0.9pp | 2041.28%-2030.7pp |
| Employer contribution / active EE | $1,810 | $2,193-17.5% | $3,323-45.5% | $2,203-17.8% |
| Participant deferral / active EE | $2,602 | $2,591+0.4% | $3,651-28.7% | $3,192-18.5% |
| Admin fee / account holder | $1,543 | $3,610-57.3% | $5,299-70.9% | $4,297-64.1% |