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 | $18,954 | $43,075-56.0% | $74,583-74.6% | $62,891-69.9% |
| Participation rate | 62.5% | 58.1%+4.4pp | 68.1%-5.6pp | 69.3%-6.8pp |
| Annual return | 16.80% | 17.50%-0.7pp | 20.47%-3.7pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,103 | $1,498-26.3% | $2,525-56.3% | $2,281-51.6% |
| Participant deferral / active EE | $2,803 | $2,389+17.3% | $3,458-18.9% | $3,203-12.5% |
| Admin fee / account holder | $1,697 | $2,840-40.2% | $4,138-59.0% | $4,296-60.5% |