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 | $52,746 | $72,012-26.8% | $185,823-71.6% | $79,858-33.9% |
| Participation rate | 69.1% | 65.8%+3.3pp | 78.0%-8.9pp | 69.6%-0.5pp |
| Annual return | 13.27% | 23.12%-9.8pp | 35.95%-22.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,206 | $1,965-38.6% | $4,087-70.5% | $2,471-51.2% |
| Participant deferral / active EE | $3,414 | $3,779-9.7% | $5,632-39.4% | $3,740-8.7% |
| Admin fee / account holder | $3,630 | $4,513-19.6% | $9,500-61.8% | $5,306-31.6% |