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 | $41,981 | $81,460-48.5% | $103,333-59.4% | $80,856-48.1% |
| Participation rate | 55.3% | 66.8%-11.6pp | 74.5%-19.2pp | 67.6%-12.3pp |
| Annual return | 24.80% | 25.55%-0.7pp | 24.88%-0.1pp | 35.59%-10.8pp |
| Employer contribution / active EE | $2,496 | $3,105-19.6% | $3,868-35.5% | $2,755-9.4% |
| Participant deferral / active EE | $4,963 | $3,869+28.3% | $5,057-1.9% | $4,296+15.5% |
| Admin fee / account holder | $1,333 | $6,566-79.7% | $8,355-84.0% | $6,918-80.7% |