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 | $51,728 | $42,383+22.0% | $76,523-32.4% | $64,186-19.4% |
| Participation rate | 62.9% | 58.1%+4.7pp | 68.0%-5.1pp | 69.6%-6.7pp |
| Annual return | 30.07% | -16.54%+46.6pp | -0.27%+30.3pp | 7.63%+22.4pp |
| Employer contribution / active EE | $1,847 | $1,563+18.2% | $2,647-30.2% | $2,381-22.4% |
| Participant deferral / active EE | $3,807 | $2,566+48.3% | $3,835-0.8% | $3,470+9.7% |
| Admin fee / account holder | $2,821 | $3,198-11.8% | $4,848-41.8% | $4,888-42.3% |