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 | $66,282 | $76,552-13.4% | $123,892-46.5% | $62,891+5.4% |
| Participation rate | 69.6% | 73.0%-3.4pp | 81.4%-11.8pp | 69.3%+0.3pp |
| Annual return | 10.30% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $494 | $2,883-82.9% | $4,617-89.3% | $2,281-78.4% |
| Participant deferral / active EE | $2,480 | $4,840-48.8% | $5,984-58.6% | $3,203-22.6% |
| Admin fee / account holder | $1,442 | $4,826-70.1% | $8,357-82.7% | $4,296-66.4% |