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 | $48,985 | $50,082-2.2% | $93,406-47.6% | $79,858-38.7% |
| Participation rate | 61.9% | 60.9%+0.9pp | 66.8%-5.0pp | 69.6%-7.8pp |
| Annual return | 17.98% | 24.59%-6.6pp | 78.05%-60.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $942 | $1,303-27.7% | $2,075-54.6% | $2,471-61.9% |
| Participant deferral / active EE | $2,153 | $2,212-2.7% | $3,126-31.1% | $3,740-42.4% |
| Admin fee / account holder | $860 | $3,454-75.1% | $5,230-83.6% | $5,306-83.8% |