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 | $42,670 | $72,012-40.7% | $185,823-77.0% | $79,858-46.6% |
| Participation rate | 69.1% | 65.8%+3.4pp | 78.0%-8.9pp | 69.6%-0.5pp |
| Annual return | 16.17% | 23.12%-7.0pp | 35.95%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,454 | $1,965-26.0% | $4,087-64.4% | $2,471-41.2% |
| Participant deferral / active EE | $3,882 | $3,779+2.7% | $5,632-31.1% | $3,740+3.8% |
| Admin fee / account holder | $1,314 | $4,513-70.9% | $9,500-86.2% | $5,306-75.2% |