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 | $43,818 | $65,395-33.0% | $182,532-76.0% | $72,985-40.0% |
| Participation rate | 67.7% | 65.4%+2.2pp | 78.0%-10.3pp | 69.5%-1.8pp |
| Annual return | 20.46% | 27.68%-7.2pp | 148.54%-128.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $635 | $1,911-66.8% | $4,076-84.4% | $2,440-74.0% |
| Participant deferral / active EE | $1,891 | $3,563-46.9% | $5,524-65.8% | $3,607-47.6% |
| Admin fee / account holder | $1,471 | $4,245-65.3% | $8,592-82.9% | $5,124-71.3% |