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 | $39,663 | $49,915-20.5% | $154,803-74.4% | $74,304-46.6% |
| Participation rate | 54.4% | 54.0%+0.4pp | 78.1%-23.7pp | 60.3%-5.9pp |
| Annual return | 17.46% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,116 | $1,611-30.7% | $4,305-74.1% | $2,241-50.2% |
| Participant deferral / active EE | $1,828 | $2,255-18.9% | $5,540-67.0% | $3,767-51.5% |
| Admin fee / account holder | $2,823 | $2,189+29.0% | $14,329-80.3% | $2,969-4.9% |