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 | $27,538 | $81,248-66.1% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 67.1% | 66.2%+0.9pp | 78.2%-11.1pp | 67.6%-0.5pp |
| Annual return | 13.24% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $974 | $3,100-68.6% | $4,672-79.2% | $2,755-64.7% |
| Participant deferral / active EE | $1,350 | $3,452-60.9% | $5,626-76.0% | $4,296-68.6% |
| Admin fee / account holder | $2,763 | $7,997-65.5% | $15,912-82.6% | $6,918-60.1% |