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 | $62,933 | $83,477-24.6% | $125,175-49.7% | $72,985-13.8% |
| Participation rate | 65.0% | 73.3%-8.3pp | 79.8%-14.8pp | 69.5%-4.5pp |
| Annual return | 32.95% | 25.78%+7.2pp | 43.79%-10.8pp | 81.00%-48.0pp |
| Employer contribution / active EE | $1,594 | $2,345-32.0% | $3,865-58.8% | $2,440-34.7% |
| Participant deferral / active EE | $2,431 | $3,585-32.2% | $4,937-50.8% | $3,607-32.6% |
| Admin fee / account holder | $2,180 | $5,517-60.5% | $9,702-77.5% | $5,124-57.4% |