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 | $34,814 | $58,512-40.5% | $84,015-58.6% | $72,985-52.3% |
| Participation rate | 46.4% | 61.2%-14.8pp | 69.0%-22.6pp | 69.5%-23.1pp |
| Annual return | 18.61% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $989 | $1,163-15.0% | $1,983-50.2% | $2,440-59.5% |
| Participant deferral / active EE | $1,474 | $2,394-38.4% | $3,239-54.5% | $3,607-59.2% |
| Admin fee / account holder | $762 | $4,569-83.3% | $6,101-87.5% | $5,124-85.1% |