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 | $44,431 | $58,512-24.1% | $84,015-47.1% | $72,985-39.1% |
| Participation rate | 67.4% | 61.2%+6.2pp | 69.0%-1.6pp | 69.5%-2.1pp |
| Annual return | 28.33% | 28.93%-0.6pp | 71.31%-43.0pp | 81.00%-52.7pp |
| Employer contribution / active EE | $923 | $1,163-20.6% | $1,983-53.4% | $2,440-62.2% |
| Participant deferral / active EE | $1,788 | $2,394-25.3% | $3,239-44.8% | $3,607-50.4% |
| Admin fee / account holder | $645 | $4,569-85.9% | $6,101-89.4% | $5,124-87.4% |