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 | $49,368 | $71,050-30.5% | $93,606-47.3% | $80,856-38.9% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 11.51% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,621 | $1,564+3.7% | $2,420-33.0% | $2,755-41.2% |
| Participant deferral / active EE | $2,602 | $4,034-35.5% | $4,411-41.0% | $4,296-39.4% |
| Admin fee / account holder | $13,626 | $6,945+96.2% | $8,285+64.5% | $6,918+97.0% |