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 | $53,513 | $69,515-23.0% | $86,874-38.4% | $85,850-37.7% |
| Participation rate | 68.0% | 66.3%+1.7pp | 71.6%-3.6pp | 69.3%-1.3pp |
| Annual return | 14.09% | 20.12%-6.0pp | 63.52%-49.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $565 | $1,880-69.9% | $2,495-77.3% | $2,565-78.0% |
| Participant deferral / active EE | $1,688 | $2,919-42.2% | $3,699-54.4% | $3,952-57.3% |
| Admin fee / account holder | $2,556 | $5,972-57.2% | $5,828-56.1% | $6,260-59.2% |