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 | $74,420 | $76,407-2.6% | $150,298-50.5% | $82,448-9.7% |
| Participation rate | 68.6% | 66.4%+2.2pp | 77.8%-9.2pp | 68.1%+0.5pp |
| Annual return | 24.91% | 39.99%-15.1pp | 62.79%-37.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $544 | $2,614-79.2% | $4,154-86.9% | $2,551-78.7% |
| Participant deferral / active EE | $5,089 | $3,214+58.3% | $5,453-6.7% | $4,139+22.9% |
| Admin fee / account holder | $2,278 | $6,352-64.1% | $14,116-83.9% | $7,234-68.5% |