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 | $42,099 | $73,933-43.1% | $96,683-56.5% | $75,163-44.0% |
| Participation rate | 69.7% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.5pp |
| Annual return | 14.79% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $965 | $2,928-67.0% | $3,737-74.2% | $2,670-63.8% |
| Participant deferral / active EE | $5,375 | $3,659+46.9% | $4,878+10.2% | $4,125+30.3% |
| Admin fee / account holder | $10,250 | $5,216+96.5% | $6,730+52.3% | $5,651+81.4% |