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 | $32,487 | $52,279-37.9% | $89,391-63.7% | $79,858-59.3% |
| Participation rate | 62.5% | 57.5%+5.0pp | 68.0%-5.5pp | 69.6%-7.1pp |
| Annual return | 19.07% | 22.16%-3.1pp | 245.62%-226.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,794 | $1,572+14.2% | $2,586-30.6% | $2,471-27.4% |
| Participant deferral / active EE | $3,305 | $2,740+20.6% | $3,890-15.0% | $3,740-11.6% |
| Admin fee / account holder | $4,560 | $3,356+35.9% | $4,881-6.6% | $5,306-14.1% |