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 | $45,596 | $52,836-13.7% | $105,738-56.9% | $64,186-29.0% |
| Participation rate | 66.7% | 66.5%+0.1pp | 76.3%-9.7pp | 69.6%-2.9pp |
| Annual return | 11.17% | 14.30%-3.1pp | 6.27%+4.9pp | 7.63%+3.5pp |
| Employer contribution / active EE | $1,316 | $1,827-28.0% | $3,268-59.7% | $2,381-44.7% |
| Participant deferral / active EE | $1,794 | $2,545-29.5% | $4,080-56.0% | $3,470-48.3% |
| Admin fee / account holder | $2,037 | $3,959-48.6% | $6,913-70.5% | $4,888-58.3% |