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 | $26,826 | $58,512-54.2% | $84,015-68.1% | $72,985-63.2% |
| Participation rate | 58.2% | 61.2%-3.0pp | 69.0%-10.8pp | 69.5%-11.3pp |
| Annual return | 31.43% | 28.93%+2.5pp | 71.31%-39.9pp | 81.00%-49.6pp |
| Employer contribution / active EE | $453 | $1,163-61.1% | $1,983-77.2% | $2,440-81.4% |
| Participant deferral / active EE | $1,226 | $2,394-48.8% | $3,239-62.1% | $3,607-66.0% |
| Admin fee / account holder | $1,676 | $4,569-63.3% | $6,101-72.5% | $5,124-67.3% |