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 | $29,084 | $46,553-37.5% | $64,056-54.6% | $75,163-61.3% |
| Participation rate | 65.9% | 65.9%0pp | 72.3%-6.4pp | 67.2%-1.3pp |
| Annual return | 31.95% | 26.03%+5.9pp | 33.69%-1.7pp | 160.62%-128.7pp |
| Employer contribution / active EE | $484 | $1,974-75.5% | $2,747-82.4% | $2,670-81.9% |
| Participant deferral / active EE | $1,799 | $2,837-36.6% | $3,880-53.6% | $4,125-56.4% |
| Admin fee / account holder | $2,084 | $2,952-29.4% | $3,068-32.1% | $5,651-63.1% |