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 | $68,138 | $77,899-12.5% | $149,673-54.5% | $75,163-9.3% |
| Participation rate | 65.9% | 65.6%+0.3pp | 78.8%-12.9pp | 67.2%-1.3pp |
| Annual return | 21.28% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $589 | $3,137-81.2% | $4,818-87.8% | $2,670-78.0% |
| Participant deferral / active EE | $2,596 | $3,411-23.9% | $5,680-54.3% | $4,125-37.1% |
| Admin fee / account holder | $3,893 | $5,956-34.6% | $13,210-70.5% | $5,651-31.1% |