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 | $49,106 | $54,762-10.3% | $90,281-45.6% | $72,985-32.7% |
| Participation rate | 69.0% | 65.1%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 23.30% | 30.63%-7.3pp | 78.10%-54.8pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,464 | $2,092-30.0% | $2,854-48.7% | $2,440-40.0% |
| Participant deferral / active EE | $2,912 | $2,887+0.9% | $3,885-25.1% | $3,607-19.3% |
| Admin fee / account holder | $1,398 | $3,972-64.8% | $5,351-73.9% | $5,124-72.7% |