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 | $34,172 | $48,364-29.3% | $71,796-52.4% | $62,891-45.7% |
| Participation rate | 69.0% | 60.6%+8.4pp | 69.1%-0.1pp | 69.3%-0.3pp |
| Annual return | 7.21% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $486 | $1,042-53.3% | $1,924-74.7% | $2,281-78.7% |
| Participant deferral / active EE | $1,859 | $2,091-11.1% | $2,794-33.5% | $3,203-41.9% |
| Admin fee / account holder | $2,653 | $3,771-29.6% | $4,815-44.9% | $4,296-38.2% |