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 | $42,094 | $81,446-48.3% | $103,374-59.3% | $80,874-48.0% |
| Participation rate | 68.0% | 66.9%+1.1pp | 74.5%-6.5pp | 67.6%+0.4pp |
| Annual return | 11.20% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $851 | $3,107-72.6% | $3,869-78.0% | $2,756-69.1% |
| Participant deferral / active EE | $4,173 | $3,870+7.8% | $5,058-17.5% | $4,297-2.9% |
| Admin fee / account holder | $6,562 | $6,715-2.3% | $8,394-21.8% | $6,935-5.4% |