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 | $40,645 | $53,777-24.4% | $134,143-69.7% | $79,858-49.1% |
| Participation rate | 65.1% | 58.8%+6.3pp | 72.2%-7.1pp | 69.6%-4.5pp |
| Annual return | 17.89% | 19.01%-1.1pp | 36.33%-18.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,690 | $1,321+27.9% | $3,704-54.4% | $2,471-31.6% |
| Participant deferral / active EE | $2,539 | $2,420+4.9% | $3,499-27.4% | $3,740-32.1% |
| Admin fee / account holder | $2,467 | $3,984-38.1% | $6,684-63.1% | $5,306-53.5% |