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 | $42,740 | $64,909-34.2% | $82,313-48.1% | $62,292-31.4% |
| Participation rate | 58.1% | 74.9%-16.8pp | 76.9%-18.8pp | 69.5%-11.4pp |
| Annual return | 35.76% | 21.18%+14.6pp | 25.88%+9.9pp | 28.90%+6.9pp |
| Employer contribution / active EE | $770 | $1,676-54.0% | $2,428-68.3% | $2,042-62.3% |
| Participant deferral / active EE | $2,275 | $3,103-26.7% | $3,706-38.6% | $3,169-28.2% |
| Admin fee / account holder | $2,745 | $440+524.5% | $5,608-51.0% | $479+472.7% |