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 | $55,635 | $65,041-14.5% | $90,951-38.8% | $79,858-30.3% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.0%-1.0pp | 69.6%-1.6pp |
| Annual return | 26.03% | 30.45%-4.4pp | 134.60%-108.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,546 | $1,247+24.0% | $2,122-27.1% | $2,471-37.4% |
| Participant deferral / active EE | $3,092 | $2,512+23.1% | $3,373-8.3% | $3,740-17.3% |
| Admin fee / account holder | $336 | $4,536-92.6% | $5,959-94.4% | $5,306-93.7% |