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 | $42,434 | $70,428-39.7% | $96,562-56.1% | $85,850-50.6% |
| Participation rate | 65.5% | 61.8%+3.7pp | 69.8%-4.3pp | 69.3%-3.8pp |
| Annual return | 12.61% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $368 | $1,413-73.9% | $2,356-84.4% | $2,565-85.6% |
| Participant deferral / active EE | $2,631 | $2,894-9.1% | $3,849-31.6% | $3,952-33.4% |
| Admin fee / account holder | $4,422 | $4,997-11.5% | $6,181-28.5% | $6,260-29.4% |