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 | $48,427 | $65,041-25.5% | $90,951-46.8% | $79,858-39.4% |
| Participation rate | 68.1% | 61.6%+6.5pp | 69.0%-0.9pp | 69.6%-1.5pp |
| Annual return | 10.72% | 30.45%-19.7pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,613 | $1,247+29.3% | $2,122-24.0% | $2,471-34.7% |
| Participant deferral / active EE | $3,139 | $2,512+25.0% | $3,373-6.9% | $3,740-16.1% |
| Admin fee / account holder | $12,383 | $4,536+173.0% | $5,959+107.8% | $5,306+133.4% |