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 | $24,148 | $58,512-58.7% | $84,015-71.3% | $72,985-66.9% |
| Participation rate | 62.2% | 61.2%+0.9pp | 69.0%-6.9pp | 69.5%-7.3pp |
| Annual return | 18.19% | 28.93%-10.7pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $441 | $1,163-62.1% | $1,983-77.8% | $2,440-81.9% |
| Participant deferral / active EE | $2,906 | $2,394+21.4% | $3,239-10.3% | $3,607-19.4% |
| Admin fee / account holder | $5,219 | $4,569+14.2% | $6,101-14.5% | $5,124+1.8% |