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 | $34,784 | $76,670-54.6% | $96,683-64.0% | $71,457-51.3% |
| Participation rate | 69.1% | 66.6%+2.5pp | 74.3%-5.3pp | 67.9%+1.2pp |
| Annual return | 19.13% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,598 | $3,031-47.3% | $3,737-57.2% | $2,588-38.2% |
| Participant deferral / active EE | $2,707 | $3,771-28.2% | $4,878-44.5% | $4,289-36.9% |
| Admin fee / account holder | $2,412 | $2,028+18.9% | $6,730-64.2% | $1,587+52.0% |