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 | $54,574 | $67,606-19.3% | $82,313-33.7% | $70,131-22.2% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 22.22% | 21.57%+0.7pp | 25.88%-3.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $589 | $1,755-66.4% | $2,428-75.7% | $2,342-74.8% |
| Participant deferral / active EE | $2,292 | $2,987-23.3% | $3,706-38.2% | $3,332-31.2% |
| Admin fee / account holder | $1,601 | $4,512-64.5% | $5,608-71.4% | $4,645-65.5% |