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 | $52,500 | $58,512-10.3% | $84,015-37.5% | $72,985-28.1% |
| Participation rate | 68.3% | 61.2%+7.1pp | 69.0%-0.7pp | 69.5%-1.2pp |
| Annual return | 26.24% | 28.93%-2.7pp | 71.31%-45.1pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,515 | $1,163+30.2% | $1,983-23.6% | $2,440-37.9% |
| Participant deferral / active EE | $2,467 | $2,394+3.1% | $3,239-23.8% | $3,607-31.6% |
| Admin fee / account holder | $708 | $4,569-84.5% | $6,101-88.4% | $5,124-86.2% |