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 | $50,413 | $80,705-37.5% | $115,768-56.5% | $67,986-25.8% |
| Participation rate | 64.7% | 63.0%+1.7pp | 74.4%-9.7pp | 57.2%+7.5pp |
| Annual return | 17.89% | 18.49%-0.6pp | 100.46%-82.6pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,781 | $2,046-13.0% | $2,940-39.4% | $2,019-11.8% |
| Participant deferral / active EE | $3,046 | $3,559-14.4% | $4,917-38.0% | $3,358-9.3% |
| Admin fee / account holder | $2,822 | $4,135-31.8% | $12,439-77.3% | $3,203-11.9% |