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 | $54,676 | $58,512-6.6% | $84,015-34.9% | $72,985-25.1% |
| Participation rate | 62.8% | 61.2%+1.6pp | 69.0%-6.2pp | 69.5%-6.7pp |
| Annual return | 23.16% | 28.93%-5.8pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $758 | $1,163-34.8% | $1,983-61.8% | $2,440-68.9% |
| Participant deferral / active EE | $3,090 | $2,394+29.1% | $3,239-4.6% | $3,607-14.4% |
| Admin fee / account holder | $12,050 | $4,569+163.7% | $6,101+97.5% | $5,124+135.1% |