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 | $40,202 | $74,927-46.3% | $101,794-60.5% | $84,808-52.6% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.6pp | 68.3%-0.7pp |
| Annual return | 14.51% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,972 | $1,522+29.6% | $2,289-13.9% | $2,631-25.1% |
| Participant deferral / active EE | $3,277 | $3,099+5.7% | $4,084-19.8% | $4,212-22.2% |
| Admin fee / account holder | $3,661 | $6,514-43.8% | $8,777-58.3% | $7,344-50.1% |