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 | $67,331 | $74,927-10.1% | $101,794-33.9% | $84,808-20.6% |
| Participation rate | 42.5% | 61.4%-18.9pp | 69.2%-26.7pp | 68.3%-25.8pp |
| Annual return | 41.08% | 18.70%+22.4pp | 30.53%+10.6pp | 40.90%+0.2pp |
| Employer contribution / active EE | $913 | $1,522-40.0% | $2,289-60.1% | $2,631-65.3% |
| Participant deferral / active EE | $4,300 | $3,099+38.8% | $4,084+5.3% | $4,212+2.1% |
| Admin fee / account holder | $2,956 | $6,514-54.6% | $8,777-66.3% | $7,344-59.7% |