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 | $27,361 | $53,777-49.1% | $134,143-79.6% | $79,858-65.7% |
| Participation rate | 67.5% | 58.8%+8.7pp | 72.2%-4.7pp | 69.6%-2.1pp |
| Annual return | 30.79% | 19.01%+11.8pp | 36.33%-5.5pp | 31.71%-0.9pp |
| Employer contribution / active EE | $373 | $1,321-71.8% | $3,704-89.9% | $2,471-84.9% |
| Participant deferral / active EE | $2,329 | $2,420-3.8% | $3,499-33.4% | $3,740-37.7% |
| Admin fee / account holder | $1,614 | $3,984-59.5% | $6,684-75.9% | $5,306-69.6% |