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 | $37,966 | $67,606-43.8% | $82,313-53.9% | $70,131-45.9% |
| Participation rate | 66.1% | 72.8%-6.7pp | 76.9%-10.8pp | 69.5%-3.5pp |
| Annual return | 74.85% | 21.57%+53.3pp | 25.88%+49.0pp | 73.14%+1.7pp |
| Employer contribution / active EE | $602 | $1,755-65.7% | $2,428-75.2% | $2,342-74.3% |
| Participant deferral / active EE | $1,985 | $2,987-33.5% | $3,706-46.4% | $3,332-40.4% |
| Admin fee / account holder | $4,505 | $4,512-0.2% | $5,608-19.7% | $4,645-3.0% |