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 | $28,323 | $58,512-51.6% | $84,015-66.3% | $72,985-61.2% |
| Participation rate | 65.7% | 61.2%+4.5pp | 69.0%-3.3pp | 69.5%-3.8pp |
| Annual return | 18.16% | 28.93%-10.8pp | 71.31%-53.1pp | 81.00%-62.8pp |
| Employer contribution / active EE | $401 | $1,163-65.5% | $1,983-79.8% | $2,440-83.6% |
| Participant deferral / active EE | $1,917 | $2,394-19.9% | $3,239-40.8% | $3,607-46.9% |
| Admin fee / account holder | $4,213 | $4,569-7.8% | $6,101-30.9% | $5,124-17.8% |